Blog

Economies across the globe are showing signs of slowing and many investors are looking for implications for the U.S. economy and investment portfolios.

In January, we published our 2019 Perspectives. As we enter the second half of the year, we believe Fed actions will play a significant role in the future direction of our aging U.S. economy. Here are our reviews and reflections on our earlier viewpoints.

With the current US economic expansion quickly becoming the longest since WWII, many investors are asking for advice on what steps should be taken with their investment portfolios.

We address key factors impacting the economy, monetary policy, and financial markets. This outlook summarizes our viewpoints on these topics and factors to watch as we emerge into 2019.

Long-term is more than six months. We believe the long-term investor is best served by adhering to a disciplined investment process, saving more, working longer and spending less. Read our full perspectives for Q3 of 2018.