Bailey Carpenter Hehmeyer Pietroburgo
-
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Tim Side, CFA – Investment Strategist We are a far cry from 2022’s mid-term elections when investors were hit with four-decade high inflation levels,…
-
By Aoifinn Devitt, CFP® – Chief Investment Officer Here in Chicago Thanksgiving was sunny but brisk. Now it is just very brisk. It is a reminder that winter – albeit delayed – comes around after all. The…
-
By Aoifinn Devitt, CFP® – Chief Investment Officer As the holidays approach, there is a miracle in the air. But not the usual festive kind. Consumers were already starting to expect lower inflation – and Tuesday’s CPI…
-
Investment Team Click here to download the PDF Monthly Observations No Calendar Effect This Time October was a challenging month for investors as both stocks and bonds fell lower. While markets initially looked through the…
-
By Aoifinn Devitt, CFP® – Chief Investment Officer October turned out to be a little spooky after all. The month launched somewhat unsteadily, reeling from a “September effect” which did exactly what it said on the tin…
-
By Aoifinn Devitt, CFP® – Chief Investment Officer Many of our clients have read this recent article in the Wall Street Journal and have asked us to respond. It cites the banner performance of the traditional 60/40…
-
By Aoifinn Devitt, CFP® – Chief Investment Officer It’s cooling down outside now, but earnings season is heating up. As expected the outlooks are looking warm and cozy, at least so far, with a wide range of…
-
By Aoifinn Devitt, CFP® – Chief Investment Officer The quarter started with a bang but ended with a whimper, as a surging stock market in July was cut short by a more subdued month of August and…
-
By Aoifinn Devitt, CFP® – Chief Investment Officer Temperatures are dropping, leaves are turning and everywhere there is a chill in the air. The tragic events playing out on the geopolitical stage, now in the Middle East,…
-
Tim Side, CFA® – Investment Strategist Rick Bettger – Investment Research Analyst Click here to download the PDF Monthly Observations September Lives Up to Long-Term Reputation September has the reputation as the worst performing month of…
-
By Aoifinn Devitt, CFP® – Chief Investment Officer The end of Q3 is upon us and September has proven to be a month of transition. We have transitioned into a little more edginess in markets, as inflation…
-
Mark Webster, CFA – Senior Investment Research Analyst Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research The last decade has not been kind to those arguing for active management within investment portfolios,…
-
By Aoifinn Devitt, CFP® – Chief Investment Officer Just as the weather started to cool down, inflation has been picking up. The latest inflation figures released this week showed a small uptick in month-on-month inflation, largely attributable…
-
By Aoifinn Devitt, CFP® – Chief Investment Officer It must be mid-August because the Halloween candy and costumes have hit the store aisles. Like corporations and their earnings stores have become adept at telegraphing activity like holidays…
-
By Aoifinn Devitt, CFP® – Chief Investment Officer Download the PDF If the first quarter of the year was a somewhat wild one in terms of market volatility and sentiment swings, the second one ended with an…
-
Moneta Investment Team Click here to download the PDF Monthly Observations Strong Month Wraps Up the Quarter Risk markets surged in June, putting banking concerns, recession fears and the debt-ceiling debate behind them. The US…
-
By Aoifinn Devitt CFP® – Chief Investment Officer It is still tech that is the apple of the stock market’s eye at present as the NASDAQ outperformed the S&P 500 and the Dow for the fourth week…
-
Aoifinn Devitt CFP® – Chief Investment Officer Charles O’Rourke, CFA – Fixed Income Analyst Money talks. For centuries, money and capital in general has been used as a lever to effect change, have influence and…
-
Chris Kamykowski, CFA®, CFP® – Head of Investment Strategy and Research Rich McDonald, MBA – Head of Portfolio Management and Fixed Income Back in January, we wrote about the extraordinary measures being undertaken by the…
-
Aoifinn Devitt – Chief Investment Officer It was a week that saw great pomp and fanfare across the Atlantic as the official coronation of King Charles III took place in the UK. On this side of…
-
Aoifinn Devitt – Chief Investment Officer Yesterday was May 1, also known as International Worker’s Day, which was a timely reminder to note the workers that have been shoring up the still-resilient economy and are continuing…
-
Aoifinn Devitt – Chief Investment Officer Although only early April, violent Spring storms have already worked their way across much of the Midwest, disrupting flights and wreaking havoc in small communities. In a similar fashion, the…
-
“Organic growth” may be all the rage at your local supermarket, but the term seems to have lost its luster in the RIA industry. After a year of record volume for RIA mergers and acquisitions,…
-
Dr. King believed that social inequality was driven by poverty, and he encouraged his audiences to bolster their aspirations with sound economic principles: understanding debt, spending wisely, and not competing with one’s neighbors through excessive…