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Investing

Q1 2019 Investment Commentary

During the first quarter of 2019, the Global Wealth Strategy portfolio produced a net return of 7.68%. We believe combination of an oversold market and changes in the U.S. Federal Reserve’s (Fed) outlook on interest rates helped all asset segments in the portfolio gain more than 5% for the quarter.

Understanding S&P’s GICS® Sector Realignment

S&P Dow Jones Indices and MSCI are making major changes to the Global Industry Classification Standards (GICS®) structure effective the close of business September 21. The Telecommunication Services sector will be expanded to include selected companies from the Information Technology and Consumer Discretionary sectors and will be renamed Communication Services.

Is Now the Time to Sell Treasuries?

The year 2018 has been marked as an important one for fixed income markets. So far it has been a year filled with speculation and uncertainty. One of the big-ticket items -- the number of rate hikes that the U.S. Federal Reserve will conduct throughout the year.

Tech Giveth; Tech Taketh Away

The S&P 500® Information Technology Index has been on a significant bull run for quite some time now, especially since the beginning of 2017. It has outpaced the other S&P 500® sectors by a wide margin. It also has the largest weight within the S&P 500® Index, significantly contributing to the S&P...