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Past Commentary & Articles

Article
November 17, 2022
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The last 18 months have witnessed a return to normalcy among some diversifiers – small-cap value, energy stocks, and managed futures, to name a few. Others have been flipped on their heads entirely – hello, bonds! Yet one area has remained consistently disappointing from one decade to the next: unhedged exposure to international stocks from the lens of a U.S.-based investor.

Article
November 9, 2022
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Now that control of the House and Senate hangs in the balance, there will be no shortage of predictions about how the outcome of the midterm election may impact financial markets and the economy. Investment research analyst Daniel Noonan looks at the historical data.

Market Commentary
November 4, 2022
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The combination of undervaluation, underappreciation, and a potentially heightened period of demand could create an environment where “the old economy” is here to stay.

Article
November 2, 2022
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You may have heard your friends or even your advisor talk about it: a backdoor Roth IRA conversion. What is it, and how do you know whether it’s right for you?