High Anxiety

Bill Hackney
April 10, 2019
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Market Commentary

Psychology can have a major impact on the capital markets as well as the American electorate.  Longer term, say 2020 and beyond, the increasingly fragile mental state of many Americans could threaten the outlook for the stock and bond markets as well as the economy.

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QUALITY SCORECARDS

Monthly Scorecard

May 31, 2019
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Quarterly Scorecard

March 31, 2019
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FACT SHEETS AND COMMENTARIES

Fact Sheets & Commentaries

Core Equity

March 31, 2019
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Fact Sheets & Commentaries

 Growth Equity

March 31, 2019
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Fact Sheets & Commentaries

Fixed Income

March 31, 2019
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As a firm, we are dedicated to uncovering high-quality investments—a strategy that transcends market conditions.

WHITE PAPERS

Calm Before the Storm

Michael Jaje, CFA
September 12, 2016
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Great Expectations

Bill Hackney
July 05, 2016
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Risks are Rising

Michael Jaje, CFA
March 31, 2015
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Short Duration Scorecard

March 31, 2019
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SHORT DURATION QUALITY SCORECARD

A quick reference guide to what's driving short duration fixed income returns.