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 as of November 20, 2017

November 20, 2017

As the third quarter earnings season draws to a close, approximately 90 percent of U.S. and European companies have now reported. Overall, earnings were largely in line or exceeded analysts’...

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Covenant Weekly Market Synopsis for November 10, 2017

November 12, 2017

Domestic equity indices closed the week lower, but the damage was minimal with declines of less than 0.5%. Developed international markets followed their U.S. cousins, while emerging markets posted gains...

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Covenant Weekly Market Synopsis for November 3, 2017

November 5, 2017

The two big news events last week with regards to the economy had little immediate impact on financial markets: House Republicans introduced their tax bill and Jerome “Jay” Powell was...

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