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The Birth of the Fed
Posted by Lori Flexer, CFA Executive Vice President 100 years ago today, the Federal Reserve was formed. NPR’s Planet Money shares the fascinating beginnings of this important institution. Click here...
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Reeling in the New Year
by Jason Norris, CFA Senior Vice President of Research With 2013 coming to a close, one of the most frequent questions we have received is, “What’s the encore?” The S&P 500 rose over 32 percent,...
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An Interest in Interest Rates
by Brad Houle, CFA Executive Vice President At the beginning of the year, we stated our belief that interest rates would gradually rise as three things occurred in 2014: the economy gains strength,...
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What the Fed Said
by Brad Houle, CFA Executive Vice President Investors hang on every single syllable of every utterance by the Fed Chairperson, and to a lesser extent, speeches given by the members of the Federal...
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Slowdown?
by Jason Norris, CFA Executive Vice President of Research The first couple weeks of trading in October have been volatile, primarily on the downside. While the U.S. economy continues to print positive...
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10 Investment Themes to be Thankful For
by Brad Houle, CFA Executive Vice President This week as we gather with friends and family to celebrate Thanksgiving we thought it appropriate to reflect upon recent investment themes for which we are...
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Federal Reserve Bank Basics
by Brad Houle, CFA Executive Vice President As investors we follow what the Federal Reserve does with a level of geeky interest generally only seen at a Star Trek convention. As a result, the Federal...
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Liquid Courage
by Jason Norris, CFA Executive Vice President of Research Volatility increased this past week in most asset classes with oil being in focus. In the last two weeks, crude oil is up roughly 20 percent,...
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Never Can Say Goodbye
by Ralph Cole, CFA Executive Vice President of Research Never Can Say Goodbye Market volatility has historically increased before and around Fed tightenings and 2015 is apparently no exception. The...
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Slow Ride
by Brad Houle, CFA Executive Vice President I had a terrible first car – a 1978 Honda Wagon. It came equipped with vinyl seats, a manual choke, AM Radio and was a shade of brown that resembled a...
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Upside Down
by Ralph Cole, CFA Executive Vice President of Research Upside Down This has been one of the most interesting trading weeks of the year. The seasonal pattern of the stock market is to bottom in...
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Market Letter Third Quarter 2015
Please click here to find our Market Letter Third Quarter 2015, “Awaiting Liftoff.” We hope you find it interesting and informative. Thank you.
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The Time Has Come
by Shawn Narancich, CFA Executive Vice President of Research Awaiting Lift-Off Following last week’s solid jobs report, a clear plurality of investors now expect the Federal Reserve to raise...
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Ralph Cole and Brad Houle Quoted in Bend Bulletin
Posted on Bend Bulletin’s website Experts express optimism to investors Advisers tell Bend clients trends from 2015 to continue By Joseph Ditzler January 22, 2016 For investors, this year started with...
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Rescue Me
by Ralph Cole, CFA Executive Vice President of Research That’s the message we heard loud and clear from the markets this week. As economies and markets around the world wobble to start the new...
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A Negative Space in a Positive Outlook
by Brad Houle, CFA Executive Vice President Currently, nearly 30 percent of the world’s sovereign debt has a negative yield. Said differently, owners of $7 trillion worth of government bonds issued by...
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Back Where We Started
by Ralph Cole, CFA Executive Vice President of Research The S&P 500 rallied again this week and is back to even for the year. Our original outlook came under pressure from the first day of trading...
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Show Me the Numbers
by Deidra Krys-Rusoff Senior Vice President The S&P 500, Dow Jones Industrial Average and NASDAQ ended the week nearly flat from last Friday, despite a volatile trading day today. The financial...
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Seasons of Change
by Shawn Narancich, CFA Executive Vice President of Research Too Quiet for Comfort After an unusually long spell of low volatility, stocks and bonds sold off in tandem to end a week that was...
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