Bad Things Happen At Bad Times. . .

My investment mentor, a late legend among hedge fund managers, once explained to me the stages of a market decline. Public concern is first, which turns to worry, which then becomes fear, then becomes panic, and finally capitulation. One can get an idea of the current stage of public sentiment by the generally frantic nature of investors

A Plague on Your Investment Portfolio? How We’re Monitoring the Novel Coronavirus and Markets

Over the last two months, global sentiment has transitioned from complacency to concern, and then to fear regarding the impact of the Novel Coronavirus (nCoV) on global economies and our daily lives. Purportedly originating from non-sanitary meat markets near Wuhan, China, nCoV has spread across Australasia, the Middle East, Europe, and sporadically across the Americas.

2019 – The Year When Everything Went Up… What’s Ahead?

Blindfold yourself, grab a dart, and throw it at the Wall Street Journal. Whatever stock, bond, commodity, or fund you hit probably increased in 2020. Coming off a nearly 20% stock market drawdown at the end of 2018, 2019 was a year to make money.   Source: Visual Capitalist – All indexes assume dividends reinvested

SECURE Act Impacts to Small Businesses

UNDERSTANDING KEY HIGHLIGHTS OF THIS LAW AND HOW IT COULD IMPACT YOU AND YOUR EMPLOYEE OFFERING  The SECURE Act was signed into law at the end of 2019 and is meant to encourage more people to save for the long term by increasing their options. SECURE stands for “Setting Every Community Up for Retirement Enhancement”

SECURE Act Impacts to Individuals

UNDERSTANDING KEY HIGHLIGHTS OF THIS LAW The SECURE Act was signed into law at the end of 2019 and is meant to encourage more people to save for the long term. SECURE stands for “Setting Every Community Up for Retirement Enhancement” and expands the options and incentives available to those investing in a retirement plan.

July 31st Rate Cut

On July 31st, Expect the Federal Reserve to Cut Interest Rates On July 31st, the Federal Reserve (Fed) is expected to announce a wind down and reversal of the tightening cycle which took place over the last five years.  For those that remember, the quantitative easing program, which was considered one of the most aggressive

UBC Press Release Final

Christopher Diodato, CFA, CMT Awarded 2019 Prestigious Charles H. Dow Award Pittsburgh, May 22, 2019 – The Chartered Market Technician® (CMT) Association has presented Christopher Diodato, CFA, CMT with its annual Charles H. Dow Award for excellence in investment research. Mr. Diodato, who currently manages investments at Pittsburgh based Union Bridge Capital and Cantilever Wealth