The SECURE Act and what it could mean for you

The SECURE Act and what it could mean for you

Congress is currently set to tackle the most comprehensive retirement legislation in recent history, with a focus on alleviating the looming retirement crisis facing many Americans today. On May 23, 2019 the Setting Every Community Up for Retirement Enhancement...
2019 proxy season and the value of active ownership

2019 proxy season and the value of active ownership

As stewards of our clients’ capital, it is our responsibility to fully evaluate the material factors that affect risk and performance for all of the companies in which we invest – and to engage when we believe change is needed. While our active ownership and...
April 2019

April 2019

Over the last few years, we have been describing the hyperactive U.S. equity market as the adolescent in the room – and characterizing the seemingly immoveable U.S. Treasury market as the grownup. After a 2016 U.S. election that promised tax cuts and reduced...
Planning for the year ahead, financially

Planning for the year ahead, financially

While 2018 was a turbulent time for a variety of reasons, it is important to remember that every new year brings new opportunities. And while it may only be March, it is never too soon to start planning how you will budget and invest over the next 9 months. Many have...