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Global equity markets produced above average results in the second quarter of 2026 as investors appear to look beyond the earlier geopolitical uncertainty and concerns surrounding higher than desired inflation and interest rates. The MSCI All Country World Index, an index of developed and emerging market countries comprised of large cap and mid-sized stocks, rose […]

In light of recent cyber security news, we thought it would be a good idea to update you with some of our recommendations on keeping yourself safe in today’s online world. Secure Your Password(s) For all financial web sites (investments, banking, insurance, etc.) it is recommended to use very secure passwords: a minimum of 10 […]

The first quarter of 2026 was generally a challenging period for stocks and bonds around the globe as investors watched and waited for the possible economic fallout from the conflict in Iran and concerns about the private credit market.  The MSCI All Country World Index, a benchmark for global equity markets, fell 3.11% during the […]

Cyber Hygiene and Your Data What are our Best Practices? Cyber Hygiene – Best Practices Here are some key habits to adopt and reinforce that can help keep you safe in today’s digital world: Cyber Hygiene – Spotting Phishing Emails Here’s how you can recognize and report phishing attempts effectively: Cyber Hygiene – Emerging Threats […]

This fourth quarter was a mixed bag of sentiments and outcomes. Despite a spike in job cuts, the longest U.S. government shutdown to date, tariff impacts, and a myriad of negative headlines, the fourth quarter ended somewhat positive for both equity and fixed income markets. The MSCI All Country World Index, a benchmark for global […]

The portal is our primary way of securely exchanging documents with you. Examples of documents to be deposited into the portal include: The portal protects the contents of the documents stored there whereas an application like email is not secured and can potentially be hacked and your sensitive information stolen. Use of the Client Portal […]

The third quarter was broadly positive for both equity and fixed income markets. The quarter was marked by continuing optimism for AI’s potential, relaxing tensions around global trade, and softening policy from the Federal Reserve. The MSCI All Country World Index, a benchmark for global equity markets, rose 7.74% during the quarter and is up […]

The past quarter was an eventful one. From the announcement of the Liberation Day tariffs, to the potential rise of inflation and the national debt, to AI displacing human workers, there was a steady stream of news to create heightened volatility in the capital markets. The Chicago Board Options Exchange (CBOE) Volatility Index, known colloquially […]

Globally, stock returns were negative for the quarter as tariff tension created a higher-than-normal level of uncertainty around global growth and corporate earnings.  The global stock market, as measured by the MSCI All Country World Index, returned -1.22% in the quarter. Perhaps investors can take solace knowing the trailing 12-month returns were up 7.63%. In […]