Understanding 2019’s Leftovers to Plan for 2020 By: Peter Nielsen, MBA, CFA® We often find that financial writers gain a following by identifying as bullish or bearish. Either the prognosticator …
Market Commentary: December 2019 Where are All the Workers Coming From? By: Peter Nielsen, MBA, CFA® It’s always nice to hear good news going into the Christmas season. It gives us …
Market Commentary: September, 2019 The Attraction of Factor Investing By: Peter Nielsen, MBA, CFA® Invention and innovation continue to change the world around us. However, it’s often forgotten that …
Portfolio Manager, Peter Nielsen, discussed Risk Management on the May 21st broadcast of Public Radio’s, South Carolina Business Review. To hear his conversation, click the below.
Market Commentary: June, 2019 Tarrifs may not be so tarrif-ic By: Peter Nielsen, MBA, CFA® The United States and China have a far longer trade history than many realize. …
April Market Commentary The Frequency of Rare Events Peter Nielsen, MBA, CFA® In August 2017 Greenville found itself directly in the path of a solar eclipse. It effectively made the …
Market Commentary: A look back on the week of October 8 to October 13, 2018 Key takeaways: Markets were down last week as investors favored lower risk sectors like …
Title: Market Update – 1st Quarter 2018 Rand Baughman, CFP® January The stock market ended 2017 as its 3rd best year since the Financial Crisis of 2008. Throughout January, it appeared …
Market Update: Bubble Bursting By: Rand Baughman, CFP® At the end of September, I had the opportunity to attend e-Money’s Advisor Summit in Scottsdale, AZ. I have family in Scottsdale …
Market Commentary: March 2020 – Coronavirus Economics
Market Commentary: March 2020 Coronavirus Economics By Peter Nielsen, CFA Academics say that stock markets are a “discounting mechanism.” That is, investors discount, or assess all available information when pricing …