Investment Insights

Spring Flowers or Fall Showers?

March 22nd, 2019

Mother Nature has finally sprung spring! The green shoots sprouting in the flowerbed and the robins joyfully chirping in the trees tell us spring is, finally, here and summer is just around the corner.

Foreign Equities

November 29th, 2018

Global equity markets were jolted lower during a violent October filled with geopolitical risk, slowing growth, and questions surrounding rich valuations in the technology sector. Investors were left wondering, “How can I reduce volatility in my stock portfolio?” Enter foreign equities.

Peak Cycle?

August 23rd, 2018

Economies and markets tend to behave much like cars accelerating or decelerating. Best pay attention when approaching red lights…

A Few Things We’re Watching - Pt 3

June 01st, 2018

Foreign currency movements routinely impact the revenues and expenses of corporations and have done so to an even greater extent over the last several decades of globalization.

A Few Things We’re Watching - Pt 2

May 01st, 2018

Follow-Up from August 2017 Issue

Staying the Course in a Varying Market

March 01st, 2018

“Those who live by the crystal ball are destined to eat broken glass.”

Focus on Total Return

February 01st, 2018

Close your eyes and imagine Tampa Bay beach. Many elements probably come to mind – white sand, clear blue water, sun, perhaps a gentle salty breeze.

Is Technology Stealing Our Jobs or Our Inflation?

December 01st, 2017

Technology is the key determinant of economic productivity and growth.

The Secular Headwind of Global Demographics

November 01st, 2017

It is impossible to overstate the extent to which changes in demographics impact long-term economic growth and financial asset returns.

The Impact of Current Valuation on Future Returns

October 01st, 2017

Valuation is the subjective determination of how much something is worth. Before trading in your old car for a new one, you may check the internet to see how much the dealership should offer you for that old clunker. An appraiser estimates the value of your home before you sell it.