Major Life Events

July 2018  By: BRENDAN FLAHERTY

Being the helpless romantic and nerd that I am, I proposed to Lauren on Tax Day 2017. We grew up an hour apart in New Hampshire. We both attended UNH and met through mutual friends. When we graduated, Lauren pursued her career in nursing while I joined a startup fintech company. Since then, we’ve traveled…

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The Path to Value Realization

July 2018  By: JOEL GOODMAN, CFA, SCOTT McGHIE, CFA, CPA, ALEX MORRIS, CFA, MBA, JARED HAMMERS, CFA

For many years, we’ve heard market prognosticators proclaim that the current bull market is nearing its fateful end. Between the Euro crisis, the U.S. debt downgrade, concerns about China, Brexit, the “taper tantrum,” and now the threat of an expanding trade war, they have offered plenty of reasons to be cautious over the years since…

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