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Learn MoreWe partner with our clients to help them achieve their financial goals. Our service philosophy is simple: we collaborate with our clients to build a straight-forward investment plan that they can live with and stick to.
Learn MoreAs the current crisis unfolded, we put our disaster recovery protocols into practice. Since the end of March 13th, our staff has been working remotely, with full and secure access to the data necessary to monitor and manage our clients’ portfolios. To learn more about investment and business continuity strategies at this time, click below.
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September 28, 2020
John shares some of his trading strategy, wary of overvalued growth stocks but more comfortable with underpriced value stocks
Watch VideoIf you’ve watched BNN, you know that John is a sought-after market commentator, with deep insights on key sectors, important stocks, as well as the larger economy.
Our investment management team is made up of engaged thought leaders. Get their latest commentary and stay informed of their frequent media interviews, all delivered to your inbox.
Latest Commentary
“October is a particularly dangerous month to speculate in stocks…”
John Zechner
Mark Twain famously wrote the title phrase but then Twain further observed that “July, January, September, April, November, May, March, June, December, August, and February were other dangerous months to be in the market.” What was said about October has been especially true in U.S. presidential-election years, the Stock Trader’s Almanac finds. What history actually […]
Read MoreBond Commentary ~ August 2020
Jeff Herold
Bond yields moved higher and their prices declined in August. Optimism about both the pace of the recovery and the potential for an effective vaccine being found in the next few months led investors to anticipate interest rates would eventually rise sooner than anticipated. Also contributing to the increase in yields was ongoing new issue […]
Read MoreTech Stocks Lead Again in August Surge
John Zechner
Despite ongoing economic headwinds globally from the Covid-19 pandemic, investors continued to view the future with rose-coloured glasses amidst their collective belief that the global economy will recover and, even if this takes longer than expected, central banks will continue to shower financial markets with their own massive buying of securities as well as an […]
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