Managing Through Volatility

Managing Through Volatility

​   by Brad M. Weafer, CFA Chief Investment Officer Significant volatility continues to grip the world’s financial markets. The coronavirus outbreak and its impact on the economy continues to weigh on sentiment. The number of confirmed cases outside of China...
Never Lose Focus

Never Lose Focus

  by Brad M. Weafer, CFA Chief Investment Officer Equity market behavior over recent months reinforces a valuable lesson to stick with long-term investing plans.  What a difference a quarter makes! The S&P 500 returned 13.65% in the first quarter. This was the...
October Gut Check

October Gut Check

  by Brad M. Weafer, CFA Chief Investment Officer Recent Market Volatility Has Been Concerning, But That Should Not Be A Reason To Panic KEY POINTS: Equity markets have struggled for the last month, particularly the year’s best performing stocks Rising interest...
Keep Calm and Carry On

Keep Calm and Carry On

  Brad Weafer, CFA, Chief Investment Officer  Key Points:  Equity markets have been eerily calm thus far in 2017 History suggests investors shouldn’t get too comfortable, corrections are normal occurrences Investors are prone to panic when equity markets fall,...