Bonds: Post crisis evaluation

Reporter Jon Sindreu from the Wall Street Journal recently wrote an article titled, “In the new bond market, bigger is better,” discussing how the bond market has been reshaped by post crisis regulations. I was able to provide commentary regarding the differences in selling a bond prior to the financial crisis versus after. Before the crisis we could call a few banks[...] Continue reading
5 July, 2017

Manufacturing: Growth in the age of automation

The Pittsburgh Post-Gazette recently published an op-ed written by Fort Pitt Chief Investment Officer, Charlie Smith. It examines the economic growth outlook for the U.S. in light of the automation wave. In today’s world, manufacturing competition is strong, so how does the U.S. keep up? Restrictive tariffs and trade barriers don’t work. Automating to compete[...] Continue reading
16 May, 2017

CNBC: Q3 earnings outlook

As third quarter earnings kick off, I returned to CNBC “Closing Bell” to discuss specific companies and outlook for different sectors. Overall we are expecting Q3 earnings to surprise moderately to the upside, but anticipate material reductions in guidance going forward, which will result in a drop in 2017 estimates over the next six months. During the segment, which[...] Continue reading
19 October, 2016

What in the world is going on in the global economy?

I was recently quoted in an article by Stephen Pounds of Bankrate.com which shed light on some economic “trouble spots” around the globe. The article, “Top 7 ways the global economy can affect you,” captured only a brief bit of our thinking. We wanted to offer Ramparts readers a couple more of our ideas on topics of interest for investors. Interest rates in[...] Continue reading
23 September, 2016

Podcast: Brexit’s impact, fiduciary updates, and more…

Recently, I joined The Lange Money Hour radio show for a lively Q&A with host Jim Lange. Jim and I discussed the June Brexit vote and how it might impact financial markets, as well as issues surrounding the “fiduciary rule” recently issued by the Labor Department. We also laid out the basics for investing in the “accumulation” phase of one’s investing[...] Continue reading
21 July, 2016

Join Our Newsletter

Receive updates from our blog, retirement plan industry events & news, media appearances, and the latest on Fort Pitt events.