Season Investments



A Royal Divorce

Last week’s referendum vote in the UK was the culmination of a debate that has been raging for several years on whether Britain should be part of the European Union. The vote in favor of a Brexit sent shock waves throughout the global financial markets which were by and large pricing in a "Remain" outcome.

There Will Be Cuts

There has been much to say in recent years about the looming “retirement crisis” in America. We have a general lack of financial preparedness that will become more and more felt as the population ages. The perceived safety net from pension plans across the nation may not be as secure as many retirees had hoped.

Mount Everest of Finance

Earlier this month more than 170,000 people in 91 countries worldwide sat for one of the three levels of the CFA exam. As a firm with both principals holding the CFA designation we are often asked about the credential, so in today’s post we will take a more in depth look at the designation.

Bad, Bad, Bad

Last Friday the US Department of Labor offered up a shocking, and largely confusing, jobs report for the month of May. Payrolls increased by just 38,000, the lowest in more than five years and a full 120,000 below the consensus expectation of a 158,000 increase.