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Insights & Resources

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1st Quarter 2019 Private Investment Management Commentary

2019 is off to a very fast start and we expect more tempered returns for the remainder of 2019. Currently, we view the stock market as taking a “Goldilocks” view regarding growth, inflation, a US/China trade deal, and the Fed. In our view, it is not likely that this balance remains if US economic growth and wage inflation start accelerating or there is a breakdown in trade negotiations.

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2018 Economic and Stock Market Outlook

As investment strategists, we don’t try to predict specific market behavior even in uneventful environments. Currently the nation is gearing up for a potentially contentious midterm election amid rumblings about trade wars and likely interest rate increases. But those aren’t the reasons we recommend a cautious approach to the balance of 2018.

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Active vs. Passive Money Management

Proponents of active and passive investment management styles have made exhaustive and valid arguments for and against both approaches. Each has its merits and inherent drawbacks, and this paper will not endorse one style over the other. Rather, our goal is to define the characteristics of each approach in an effort to help you determine which best suits your needs and preferences.

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