The best part of getting a shot in the arm is the sugary treat that often comes with it. As concerns shifted in November from if an effective vaccine...
As Appeared in Bloomberg by Suzanne Woolley In the wake of a tumultuous U.S. presidential election, and with the Covid-19 pandemic upending almost every aspect of our lives, sitting...
Election watchers have experienced a range of emotions over the last few days, as votes have trickled in from key battleground states. As of this writing, we do not yet have a definitive outcome, except that, while still possible, neither party is guaranteed to control both...
October Observations We are simultaneously facing three fundamental crises: the Covid-19 pandemic, racial inequality and social injustice, and climate change. Undoubtedly, albeit to varying degrees, these challenges have impacted...
Many commentators have endorsed the idea that Vice President Biden would be universally bad for investment markets while President Trump would be good. We take a different view, believing...
Surgery is scary but relatively easy work for the patient thanks to anesthesia. The hard work comes after the patient wakes up and starts the rehabilitation and recovery process....
Richard Steinberg, CFA, Chief Market Strategist for The Colony Group, participated in the CNBC Fed Survey published September 15, 2020, which represents the opinions of 37 of the nation’s...
A 2019 study by the National Academy of Sciences confirms the widely held belief that humans are drawn to negative news. Results from a 17-country, 6-continent study showed that...
Plan sponsors often struggle to develop an investment plan that meets the diverse needs of their plan participants while fulfilling the requirements of their fiduciary duties. This white paper is a guide to optimize your retirement plan for participant success....
As Appeared in Financial Advisor The continued adoption of investment strategies that incorporate environmental, social and governance (ESG) considerations is undeniable. Positive asset flows, new strategy innovations and growing...
As Appeared in MarketWatch The U.S. is on the verge of the Great Wealth Transfer, with baby boomers expected to bestow trillions of dollars on younger generations in the...
Over the last several months, the issues of racial inequality and social and economic injustice have risen to the forefront. While these issues have persisted for years, the collective...
It may surprise you that the deepest recession in modern history has not hit Main Street, yet. While this data glosses over the pain being felt by some households,...
Our investment professionals, Richard Steinberg, CFA, Chief Market Strategist, and Jason Blackwell, CFA, CAIA®, Chief Investment Strategist, presented their thoughts about the key themes for the second half of the year,...
U.S. stocks posted their strongest gains in over 20 years. What’s ahead as the markets faceoff with the recessionary global...
As schools shut down this spring, many students missed out on a lesson often taught in physical education classes: how to dance the box step. Forward-side-together; backward-side-together. Coming into...
Despite a wild ride thus far in June, the S&P 500 Index is effectively flat for the month. After rising 6.2% through Monday (June 8th), which took the index...
Richard Steinberg, CFA, Chief Market Strategist for The Colony Group, participated in the CNBC Fed Survey which represents the opinions of 40 of the nation’s money managers, investment strategists,...
Sustainable strategies had perhaps their first, real litmus test regarding how environmental, social and governance (ESG) factors would hold up as a risk management strategy during the first quarter...
In considering a recovery from the current crisis, our focus has been on relaxing (but not eliminating) social distancing measures, the impact of fiscal and monetary responses, and the...
Investment markets have spent the past few weeks consolidating its big bounce off the lows. We believe returns have stabilized, as evidenced by relatively measured daily price moves in...
A number of memes have circulated over the last six weeks describing April as the longest month in history. We yearn for everyday occurrences like getting haircuts, enjoying a meal at a restaurant, and seeing our friends, clients, and coworkers in person. The...
Oil was in the spotlight this week, and the news here was not positive. Oil futures contracts for May delivery settled in negative territory for the first time in...
One of the most dangerous phases of a hurricane comes as the first half of the storm passes and the eye of the storm is overhead. The winds calm...
While many of us were aware of the coronavirus spreading in China back in January, we had little reason to believe it would infect nearly every country in the world and become...