Market Valuations: Is this Time Really Different?

The S&P 500 has now had two back-to-back years of 25%+ returns. This is something that hasn’t happened since 1998.

Investment Planning: What Drives the Dollar?

Discover key factors influencing the U.S. dollar’s value, from economic indicators to geopolitical events.

When it comes to investment planning, IAG Director of Investments Chris Steward reminds you how important it can be to take the long view.

About 40-50% of returns have come from Dividends historically, although in recent decades that proportion has shrunk substantially.

It is worth revisiting some of the basics about the stock market, and debunk some common myths.

From time to time, the stock market experiences sharp moves like the -3% decline in the S&P 500 on Monday, August 5th.

When we look at history, generally in a bear market riskier asset classes like Small Cap Stocks decline more than Large Caps.

Most investors believe that the cornerstone of an investment portfolio is based upon researching individual stocks and actively trading them.

Weight and balance are important when it comes to retirement planning. Is your portfolio properly allocated?

My colleague Brandon and I flew from Boston to Binghamton, New York for a meeting with one of our largest clients.