Insights

Capital Market Comment January 11, 2021 Frank Mastrapasqua, Ph.D. Principal, Chairman & Chief Investment Officer What 2020 Means for 2021 The year 2020 was extraordinary.  It was a year [...]

Capital Market Comment November 17, 2020 Frank Mastrapasqua, Ph.D. Principal, Chairman & Chief Investment Officer Market Resilience The resiliency of the equity market has been evident over [...]

Capital Market Comment October 6, 2020 Frank Mastrapasqua, Ph.D. Principal, Chairman & Chief Investment Officer First Steps Toward Recovery Third, employment growth continues and unemployment [...]

Capital Market Comment August 26, 2020 Frank Mastrapasqua, Ph.D. Principal, Chairman & Chief Investment Officer The Bond Story Over the years it has been generally believed that a 60/40% [...]

Capital Market Comment July 15, 2020 Frank Mastrapasqua, Ph.D. Principal, Chairman & Chief Investment Officer Markets Adjust To The Changing Landscape As the pandemic reasserts itself [...]

Insight May 7, 2020 Don A. Keeney, CFA, CFP Principal, Portfolio Manager I was having a conversation with a client recently, and it was a comment he made in passing: “I guess we are all in a bit [...]

Capital Market Comment May 05, 2020 Frank Mastrapasqua, Ph.D. Principal, Chairman & Chief Investment Officer The pandemic panic engulfed the financial markets in late March, culminating in [...]

Firm Update May 04, 2020 Mauro M. Mastrapasqua Principal, President & Chief Compliance Officer May 4, 2020:  Returning to Our Offices With the Nashville and San Antonio metro governments [...]

Capital Market Comment April 13, 2020 Frank Mastrapasqua, Ph.D. Principal, Chairman & Chief Investment Officer As we enter the period of greatest economic impact from the government’s [...]

Insight March 27, 2020 Patrick A. Snell, CFA, CAIA Principal, Portfolio Manager   The fact that the government imposed economic shutdown (due to social distancing) has led to reduced [...]