Fear of the inevitable global economic impact from the spread of the Coronavirus drove fixed income yields to record lows to close…
Read more
2019 Year-End Review By Toby Marks, Vice President, Chief Systems Officer & Portfolio Manager 2019 was a strong year for…
ECONOMIC & MARKET PERSPECTIVES Michael Carlisle, Vice President & Investment Committee Chair As autumn rapidly falls…
The 2nd Quarter was quite volatile for stocks. The S&P 500 rose 3.9% in April, dropped 6.5% in May, and then rose 7% in June, which resulted in a solid total return of 3.8% for the 2nd Quarter.…
Getting Back to our Roots at The Trust Company By Mark Knackendoffel, CEO Equity-oriented portfolios suffered a devastating…
2018 YEAR IN REVIEW Overview “Volatility” is the word that best describes the market in 2018. For the year, the stock market reached new highs and gave it all back by the end of December.…
I love baseball. It was always my favorite sport growing up. Growing up in Houston, all I wanted was to play for the…
THIRD QUARTER IN REVIEW The third quarter proved to be very strong for domestic stocks. Corporate earnings continued to soar on the heels of corporate tax cuts, consumer spending, and global growth…
SECOND QUARTER IN REVIEW The second quarter of the year can be called a lot of things, but boring isn’t one of them. The potential for a trade war between the United States and China heated…
2018: FIRST QUARTER IN REVIEW Michal Emory, CFA, Vice President & Chief Investment Officer, and Eli Sallman, CIMA® , CFP®, Vice President & Investment Officer – Portfolio Manager…
Our advisors are passionate about helping people achieve financial peace of mind. Contact us today to get the conversation started.
Contact Us Today
