Market Review: Celebrating 2019 and Looking Forward to 2020
January 7, 2020
2019 was a historic year for balanced portfolios but what goes up must come down, right? History shows that is not necessarily true.
2019 was a historic year for balanced portfolios but what goes up must come down, right? History shows that is not necessarily true.
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A recap of the presentation given during our 2019 Annual Client Event.
On Thursday, January 14, 2021 we were glad to be joined by so many of our clients as we hosted the first part of our two-part Annual Client Event. The presentation, Presidents, Pandemics, and Portfolios: A Year (feels like a decade) in Review, was a great conversation led by our co-CIO’s Mark Balasa and Chad […]
The markets have moved in extraordinary ways both up and down this year. With it being 2020, it’s easy to apply hindsight. How the virus has come and not gone and the impact on the markets so far and into the future is discussed.