Financial Publications

  1. Here we are at the midpoint of 2019 and many markets are posting double-digit returns. This includes Europe (STOXX Europe 600 Index), which is boasting its best six-month period since 1998.

    Details : Quaterly Bulletin - Second Quarter 2019

    Mary Hagerman

    Portfolio Manager, Investment Advisor

  2. We often tell clients not to check on their investments too regularly in order to avoid getting caught up in short-term volatility.

    Details : Quaterly Bulletin - First Quarter 2019

    Mary Hagerman

    Portfolio Manager, Investment Advisor

  3. What a year it’s been! Investors will remember 2018 as the year volatility made a comeback and shook up portfolio returns.

    Details : Quaterly Bulletin - Last Quarter 2018

    Mary Hagerman

    Portfolio Manager, Investment Advisor

  4. The economic cycle was in relatively good shape at the end of the third quarter of 2018, despite the market volatility experienced in recent weeks.

    Details : Quaterly Bulletin - Third Quarter 2018

    Mary Hagerman

    Portfolio Manager, Investment Advisor

  5. It’s summer time and many of us have either gone on vacation, or will be going soon. I have just returned from two weeks in Italy and every time I visit a country outside of North America, I am touched by how different we all are and yet how connected we are at the same time.

    Details : Quaterly Bulletin - Second Quarter 2018

    Mary Hagerman

    Portfolio Manager, Investment Advisor

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