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September Advocate Newsletter

Growth in Managed Accounts Reflects Growing Desire for Customization The time is right to focus on an emerging trend that directly impacts participants. The last few months, we wrote about cybersecurity, litigation, and more litigation. Those issues certainly impact...

Week-in-Review: Week ending in 09.10.21

The Bottom Line ● Fears that growth has peaked weighed heavily on global equity indices for the second week of the month. Japanese equities were the lone bright spot, with the Nikkei up +4.30% for the week. ● Treasury yields ticked higher with the 2-Year gaining +...

Week-in-Review: Week ending in 09.03.21

The Bottom Line ● Domestic equities posted another week of gains but lost some momentum after a disappointing payroll release. European equities faltered on political news out of Germany, while Japanese equities rallied around their own political news. ● Treasury...

Month-in-Review: August 2021

Quick Takes ● Steady ascent. Despite higher COVID cases, rising geopolitical risks, mounting inflation fears, the looming Fed tapering, and waning economic growth, stocks continued their steady ascent with the S&P 500 closing August just below its all-time high. ●...

Week-in-Review: Week ending in 08.27.21

The Bottom Line ● The S&P and Nasdaq rose to record levels after Fed Chairman Powell’s comments post Jackson Hole Symposium. Small Cap equities were the biggest winner for the week, gaining +5.05% as investors went risk on. ● Treasury yields were volatile leading...