Investment management professionals are like physicians—we take care of our clients, not only of their wealth but also of their well-being, through the science of investing. Dedicated investment-management professionals ask, listen, empathize, educate, prescribe and treat.


December 2016

  • Market Recap

    As widely anticipated, the FOMC unanimously raised the federal funds rate by 25 bps at its December two-day meeting as the committee found current labor market conditions and inflation sufficient. The move by the Federal Reserve was near-certain, but what remains uncertain is the Fed’s rate path for 2017. The materials released show the FOMC… Continue reading

  • Market Recap

    Macro Update on Oil, U.S. Job Market, Stocks and Bonds Markets, and China On Oil: On Nov 30, 2016, oil prices rose more than 9%, as investors were hoping a deal determined by major oil-producing nations would help oil prices break out from a punishing slump, which has lasted over two years. The percentage gains… Continue reading

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