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Market Commentary 2nd Quarter 2016

Market Commentary 2nd Quarter 2016

Posted on Wednesday, July 06, 2016 In spite of a January swoon after the Fed's interest rate hike in December and the Brexit shock and recovery in late June, the first half of 2016 was generally investor friendly.
2nd Quarter 2016 Review & Outlook

2nd Quarter 2016 Review & Outlook

Posted on Friday, August 12, 2016 As we’ve pointed out before, the unusually low interest rates of recent years and the elevated valuation of the stock market depress expected returns over a short to intermediate term time frame. Stock valuations have been driven up by the low interest rates orchestrated by the Federal Reserve, which has set short-term rates at zero for most of the past seven years and has bought trillions of dollars of bonds to help force long-term rates down as well.

Beth Green, CFA, Quoted in the Cincinnati Business Courier

Posted on Monday, April 04, 2016 Beth Green, CFA, was quoted in the Cincinnati Business Courier article "These Cincinnati Public Companies Have the Most Cash Stashed Away: Slideshow" by Steve Watkins on March 30, 2016.
Our 2013 Client Event - Does Money Buy Happiness with Dr. Robert Biswas-Diener

Our 2013 Client Event - Does Money Buy Happiness with Dr. Robert Biswas-Diener

Posted on Thursday, November 14, 2013 This year's client event held on October 1, 2013 featured Dr. Robert Biswas-Diener. Known to many as the "Indiana Jones of positive psychology", he has traveled the globe researching the relationship between money and happiness.
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  • Jim & Margie

    Jim & Margie

    A physician planning for retirement and preparing to send three children to college.
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