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Past Commentary & Articles

October 22, 2020
Event Driven Investing Spotlight and Explanation

Event Driven investment strategies trade around corporate events, such as mergers and acquisitions, bankruptcies, or SPACS, that create temporary pricing inefficiencies within markets. Learn more about these investment strategies.

October 14, 2020
A Weaker U.S. Dollar

Some investors have been spooked by the growing U.S. deficit and the potential for a weaker U.S. dollar. But if we peel back the layers and dive into the evidence, we believe diversified investors have less to fear.

Market Commentary
October 6, 2020
market wise chart pack

Will the winners of November’s U.S. elections influence future stock market returns? Or should investors cut off the mic on the political talk over the next month? Investment perspective about politics, asset class performance, re-openings, and more in this month’s MarketWise.

Market Commentary
September 9, 2020
market wise chart pack

The market continued back to new all-time highs in August, but economic data points show the recovery not yet in full force. More in September’s MarketWise.

September 2, 2020
Retirement Readiness

Do you worry about having “bad timing” when planning your retirement? Theresa Harezlak talks about her experiences with clients and how to know if you are emotionally and financially ready to transition.