Our Publications

Our Publications

We send newsletters to our clients, colleagues, and interested parties each calendar quarter. Our newsletters provide us with the opportunity to share our current views on the financial markets as well as timely opinions on various wealth management topics.



The Perils of Market Timing

Joel Goodman, CFA Chief Investment Officer Scott McGhie, CFA, CPA Director of Research & Portfolio Management Alex Morris, CFA, MBA Research Analyst Jared Hammers, CFA Research Analyst Following a choppy beginning to 2018, the U.S. stock market returned nearly 8% in the third quarter. The S&P 500 is now up…

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