2023 Economic Outlook

2023 Economic Outlook

by Brad M. Weafer, CFA | Chief Investment Officer Click Video Below for Quarterly Update Key points Stocks staged a comeback in the fourth quarter, but still posted material declines for the year. Bonds also managed positive returns in the fourth quarter, but 2022 was...
The Weight of Inflation

The Weight of Inflation

  by Brad M. Weafer, CFA | Chief Investment Officer EXECUTIVE SUMMARY 40-year highs in inflation have roiled financial markets this year In an effort to protect portfolios, we are taking proactive measures such as diversifying in additional asset classes, managing...
April Showers

April Showers

  by Brad M. Weafer, CFA | Chief Investment Officer EXECUTIVE SUMMARY A host of macro-economic risks have increased in recent months, putting pressure on both stocks and bonds Shares of high-quality companies have suffered, particularly those that experienced strong...