Investment

Check back often for more updates on your most common questions.

The current valuation gap between large and small cap stocks offers a reason to give small caps another look in 2020.

Were we already in a bear market even before the recent market volatility? Our investment group explains in the latest Investment Perspectives.

The Fed holds interest rates steady, but what if they decide to cut rates at some point in the next few months? What might happen when they actually do? Our investment management group explains their research in the latest Investment Management Perspectives.

A little over a year ago we published a blog post noting that risk-adjusted return for US stocks had been unusually high. …

Closed-end municipal bond funds are trading at historic discounts to NAV giving investors the opportunity to earn over 5.5% tax free. Read the latest from our investment management group as they explain the three main causes for these widening discounts.

Since their peak in late January, Emerging Market equities are down over 18%. The 6 Meridian investment team layout the drivers for this under-performance.

Over the past few weeks, the MLP sector has seen a sharp pullback in share prices. Immediate causes include concerns…

The Sharpe Ratio is a short-hand method to evaluate the relationship between the return and risk (volatility) of an asset. …

    Given what we know today, October 9, 2007 seems like a lousy day to invest in the S&P…

‘Reflecting on the Decade’s Worst Investment’

The chart below is from a July 24, 2017 Goldman Sachs report (GOAL Kickstart: Emerging worries about EM outperformance) and…