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RECENT PUBLICATIONS

A Time of Transition
Normally life plods along with a consistent familiarity following a well-established routine. Occasionally, we are faced with a shock to the system as we transition from one life event to another. Transitions can be disruptive and uncomfortable, shaking and spinning us into a new reality that requires time for acclimation before a new routine can begin. In the future, we may look back at the second quarter of 2015 and see a transitional period...

Market Commentary: Second Quarter 2015
Normally life plods along with a consistent familiarity following a well-established routine. Occasionally, we are faced with a shock to the system as we transition from one life event to another. Transitions can be disruptive and uncomfortable, shaking and spinning us into a new reality that requires time for acclimation before a new routine can begin. In the future, we may look back at the second quarter of 2015 and...

New Realities: The Popularity of Private Equity
Private equity has been in the news in 2015. There were positive headlines, “Private Equity Exit Volume Hits Record Level in 2014,” and those less flattering, “Pension Funds Can Only Guess at Private Equity Cost.” Increased attention on the industry should not be a surprise. The asset class grew to the equivalent of 4% of the global stock market capitalization at the end of 2014, up from 1.5% in 2000, and regulators have stepped up oversight in the Dodd Frank era.

The Pain of Patience
The U.S. equity markets have been on a tear. I am not referring to the short-term performance year-to-date, but the short-term performance of the past three years. U.S. equities, regardless of the index selected, returned approximately 20% annualized since June 2012. Despite double-digit returns from developed international equities over the same period, weakness in emerging markets and just about everything else has led many to question their holdings.

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Page Last Updated: 04/17/2015