2024 is off to an exciting start and we wanted to share our quarterly Markets in Motion that incorporates all of our SMA product offerings…
Archive
Markets in Motion – What Will the Fed Do Next?
In 2024, we have seen US inflation repeatedly exceed expectations, gasoline prices creep higher, gold break out to all-time highs, feverish speculation in cryptocurrency and segments of the equity market
January 2024 Market Commentary
First off … thank you! Another year is in the books and we are grateful to all our Advisors, Fiduciaries, Brokers, and Partners who trust us with your business
Webinar – Risk Managed Income for Todays Market Environment
Webinar – Risk Managed Income for Today’s Market Environment, recorded November 28, 2023 with Jeff Thompson and Nick Lobley
Veridien Climate Action – John and Ariane Interview
Chief Investment Officer | Portfolio ManagerVeridien Global Investors
Markets in Motion – Will Santa Come Early?
A little over a month ago, various Federal Reserve officials directed a pause and started to signal that the US central bank might have reached its terminal destination in this rate hike cycle....
November 2023 Market Commentary
The last few months have felt reminiscent of 2022. Since the end of July through the end of October, long-term treasuries have delivered a return of approximately -15%, while the S&P 500 has...
Markets in Motion – Deja Vu
The last couple of months have felt reminiscent of 2022. Since the end of July long-term treasuries have delivered a return of -14.20%, while the S&P 500 has returned -7.69%. Downward momentum has yet to abate, as the technical picture for stocks continues to deteriorate and yields have hit 10-year highs.
Webinar: September 2023 Global Tactical Portfolios Review & Update
Recorded September 12, 2023Chief Investment Officer | Portfolio ManagerPortfolio Manager
Markets In Motion – Mixed Message
When bull markets end, they seldom go gentle into the night. As the market turns down, sharp rallies can occur, inflicting enormous pain on anyone underweight or short the declining asset class....
Donoghue Forlines new strategic partnership with Veridien Global Investors
Donoghue Forlines LLC is pleased to announce a new strategic partnership with Veridien Global Investors LLC. Veridien is a woman and employee-owned global equity firm seeking to deliver exceptional risk-adjusted investment returns
July 28 – Market Commentary
As we start the second half of 2023, the S&P Total Return Index is up 19% and is now just ~5% from making a new all-time high.