Investment Environment - Fall 2017

 July 04, 2018 |Mark Lloyd

Our typical client portfolio has earned an 11% rate-of-return over the last five-year period. But eight years into a bull market, are we not overdue for a correction? How we answer this question depends on how we foresee the future of interest rates

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Investment Environment - Summer 2017

 June 25, 2018 |Mark Lloyd

For years, I have been content to overweight equities but to concentrate on lower risk sectors like consumer staples, utilities and real estate (REITs). As “low volatility” stocks have become more popular, this strategy has become stale.

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