Wealth Management
and Market Notes
ram·part /ˈram-pärt/ Noun 1. A defensive wall of a fort or castle. 2. A means of protection or defense.

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Charlie’s month-end reading list

With Labor Day right around the corner, we’ve gathered our last batch of summer reads for you to enjoy. Check it out: The first piece is “Facebook canceled a student’s internship after he highlighted a massive privacy issue,” by Rob Price of Business Insider. According to Boston.com, Facebook canceled a student’s internship after he created… Continue reading →

Bond market volatility and your money

The equity markets aren’t alone when it comes to volatility. The bond market has also seen its fair share due to concern over a potential increase in interest rates. We wanted to offer our readers and clients some insight into how we view the bond market now and how we positioned portfolios to withstand the… Continue reading →

Is the Fed upsetting your fixed income approach?

Earlier this month, I was featured in a Money magazine article where I answered a reader question about the Fed affecting bond prices and returns. We’ve seen that investors are increasingly jittery about the Fed potentially raising rates later this year. But, what investors need to know though is that the Fed will not directly… Continue reading →

Keep calm and invest on…

The recent correction in the U.S. equity market has sparked some concern among investors. We want to offer our clients and blog readers some words of advice and some calming insight to consider. Below is a short Q&A with our vice president and senior equity analyst Kim Caughey Forrest: Q. The U.S. equity market has… Continue reading →

End of summer community events

We are energized by our community’s efforts to give back. We couldn’t help but want to support some of these upcoming local events: We’re sponsoring the 2015 Annual Summer Festival on August 18 benefiting the Spina Bifida Association of Western Pennsylvania. The festival will be a great day of activities, auctions and live performances to… Continue reading →

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