Insights

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 [...]

Insight March 23, 2020 Don Keeney, CFA, CFP Principal, Portfolio Manager   We have officially reached the point where the phone is ringing with regularity. I have been pleased with the [...]

Capital Market Comment March 23, 2020 Frank Mastrapasqua, Ph.D. Principal, Chairman & Chief Investment Officer “If you’re going through hell, keep going.” Winston Churchill The pandemic panic [...]

Capital Market Comment March 16, 2020 Frank Mastrapasqua, Ph.D. Principal, Chairman & Chief Investment Officer   Last Thursday marked the largest daily decline (10%) on the Dow since [...]