Asking the right questions, our team diligently works to find the right investment mix for each portfolio. Our approach seeks a balance between publicly traded securities and private market opportunities, from stocks and bonds to real estate and other alternative asset classes.
A Strong Start to the Year, But Risks Remain Stocks rebounded strongly in the first quarter thanks to a combination of improving U.S.-China trade relations, the Federal Reserve halting interest rate increases, and a better outlook for corporate earnings. The S&P 500 finished the first quarter of 2019 with the best quarterly return since 2009. Starting with U.S.-China trade negotiations, significant progress was made towards a new deal over the past three months, highlighted by the removal of the March 1st trade deal deadline [...]