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Investment Insights

To help you stay informed, we regularly provide updates on the global economy and capital markets, and share our current view of how certain investment trends may impact your portfolio moving forward. Get our latest views on the global economy and how we see the current situation impacting the investment climate.

Fall 2018: Rise of the Global Consumer - Preparing for the Road Ahead

Jack Hooper, CEO and Chief Investment Advisor, discusses the 3-5 year out-look and what's to come. He reviews consumer spending and the economic change across the nation as well as provides insight on what we may expect in the roads ahead. The way of the maverick may be the surest path to reach your destination.

Winter 2016: Expect the Unexpected

In this Investment Insights, author and Chief Investment Officer, John R. Hooper, discusses when elites fail, populists need to avoid taking a wrong turn, central bankers have cultivated a casino-like atmosphere and to chase the future, not the past performance.

Fall 2015: Growing & Protecting Wealth in a Lower-Return World

by John R. Hooper, President & CEO While maintaining a diversified portfolio may have gone out of fashion this past year as U. S. stocks soared to record highs, it appears this time-tested approach to creating wealth and achieving important goals may be coming back in style as investors look…