Over the last couple of weeks, the topic of interest rates has been on everyone’s mind even more so as it relates to equity valuations, i.e., the stock market. We have been concerned about equity valuations for years especially when comparing market prices to fundamental value. Below we take look […]

This is topic has been floating around for the past year with some pointing to the archaic nature of the often used 60/40 asset allocation model. However, we highly disagree with the precept of moving away from this construct toward one favoring increased equity and other risk asset exposures. We […]

Now that we are on the other side of the election, despite the uncertainty overhang with the looming result challenges, the financial markets have largely absorbed most of the news and seem to be indifferent to who wins at the top of ticket. Historically, financial markets have tended to favor […]