US Markets

Metro Meals On Wheels: Non-Profit Insights and Serving the Greater Good

By Pat Rowan I often hear it mentioned that non-profits should be run more like businesses. While challenging that notion has led to some great conversations, I think it’s important to explore the parallels, and the important differences, between non-profit and for-profit enterprises. First, non-profit does not mean anti-profit. Through…

Retail Investors Fleeing

By Jeff Voudrie Equity mutual fund outflows continue while equity trading volume is at historic lows. Yes, retailer investors are still fleeing. Over recent years investors have seen unprecedented volatility, ‘Big Bank’ bailouts, GM bondholders get run over, deficits soar and debt burdens become unbearable. Moreover, firms like Goldman Sachs take positions counter to…

5 Weekend Thoughts: PIIGS, Oil, and Apple Stock

By Alex Salomon Another week punctuated by my increasingly random thoughts! But come on, it’s always fun! This weeks thoughts range from more European political and financial woes to negative yields to “Apple” families. Enjoy. 1.  Only in France… Did you know, and I am not making this up and invite…

Summer Market Report and Economic Update

By Greg Naylor June was an eventful month, as the Supreme Court upheld Obamacare, Euro-zone members announced movement toward greater unity, and oil markets experienced tremendous volatility. By the numbers: Stocks & Bonds After a dismal May for the U.S. stock market, June saw some recovery.  International stocks (MSCI EAFE)…

SCOTUS Decision on Obamacare Not All It’s Cracked Up to Be

By Jeff Voudrie The SCOTUS decision on The Affordable Care Act (“Obamacare”) made for big news and headlines but depending upon your read and political angle, it may have been much ado about nothing. As a wealth manager, I am very concerned about the impact the costs of ObamaCare will have…

America is Still the Land of Business Opportunity

Earlier this week, I awoke to an email from a Costa Rican friend of mine who works for a large broker/investment bank in institutional equity sales. He forwarded me a Joseph Stiglitz article from the Financial Times arguing that America is no longer the land of opportunity. While Mr. Stiglitz…

5 Weekend Thoughts: Big Ben, EU Bonds, and Politics

By Alex Salomon 1. Short and sweet yet arguably my most important finding of the week: I firmly believe that neither the ECB nor the Fed could take a chance on using one of their few remaining bullets BEFORE the Greek election results (June 17)… Further to this point, there was…