The CFA Society of Washington, DC invited Lowell Pratt, CFA to participate on a...
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In what has been a year dominated by large tech stocks – Apple, Google,...
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“Keep the faith!” Long-term clients have surely seen or heard this phrase from us...
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January offered a reprieve from last year’s overwhelming value and small-cap trend as large-caps...
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A key part of the typical financial planning process is determining the proper mix...
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Now that 2016 is in the rear view mirror and we look ahead to...
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We often receive feedback and questions about current events in the stock market. Recently,...
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Following the tumultuous aftermath of the Brexit vote in June investors were pleased to...
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Most widely-used stock indices you see, including the S&P 500, are weighted by market...
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