Insights

 
 

Insights

 
 

White Papers

Diversification

Diversification

In a period of ever rising equity markets, the emotional appeal to concentrate one’s portfolio in what has worked lately is strong. This often proves to be a poor long-term investment decision, as discussed in this thought piece.

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Executive Compensation: Design and Planning

Executive Compensation: Design and Planning

For an organization, compensation is best structured to reward employees for their efforts. For the executive team though, organizations should focus on alignment of its compensation plans with the performance of the organization and its executives, individually.

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Financial Planning and Divorce

Financial Planning and Divorce

It is in tumultuous times like a divorce, that a good financial planner can make a world of difference.

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Economic Commentary

2017 Mid-Year Economic Review and Outlook

2017 Mid-Year Economic Review and Outlook

The economy expanded at a real, annualized rate of 2.6% in the second quarter, while first quarter growth was revised down to 1.2% (vs. the previous estimate of 1.4%). The expansion was in line with analyst expectations from the beginning of the quarter and consistent with the post-Financial Crisis pattern of weak first quarters followed by stronger growth in the second quarter.

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2017 Q1 Economic Review and Outlook

2017 Q1 Economic Review and Outlook

During the first quarter, the economy expanded at a real, annualized rate of 0.7%. Relative to consensus estimates for Q1 growth and recent real growth rates in the latter half of 2016, this can only be described as a disappointing start to the year.

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2016 Q4 Economic Review and Outlook

2016 Q4 Economic Review and Outlook

During the fourth quarter, the economy expanded at a real, annualized rate of 1.9%. While this rate was lower than the consensus expected, it remained above the rate of growth in the first half of 2016 (which averaged 1.1%).

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Latest Blog Posts

Covenant Weekly Market Synopsis for October 13, 2017

October 16, 2017

Halloween month is an apt time for our Gregorian calendar to cooperate by producing a Friday the 13th. Yet, nothing scary emerged this past Friday, at least not in the...

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Covenant Weekly Market Synopsis for October 6, 2017

October 9, 2017

“Lather, rinse, repeat” say most shampoo bottles. So sayeth the equity markets in this historic run, evidenced by the S&P 500 recording its fourth consecutive weekly gain. In a market...

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Covenant Weekly Market Synopsis for September 29, 2017

October 2, 2017

The market is boring… equity indices click higher seemingly every day to set new records. But, of course, this is the type of boring investors like. The alternative to a...

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