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News and Events

News Articles and Interviews Featuring Our Investment Management Professionals.

June 2017

David Smith, Chief Investment Officer of our Investment Management Group, weighs in on the economic impact and mixed finish for stocks after the Fed's most recent rate increase on The Wall Street Journal's "Your Money Matters."

 

March 2017

Doug Butler, SVP and Research Director, discusses “Man.vs. Machine” : The use of models and algorithms to pick stocks, not managers, and how it will impact the future of investing. on CNBC's Power Lunch 

February 2017

David Smith, Chief Investment Officer of our Investment Management Group, discusses the Money Market on Fox Business.

February 2017

Matt Roddy, VP & Portfolio Manager, discusses whether investors should buy the same stocks as billionaires. Fox Business News

November 2016

Matt Roddy, VP & Portfolio Manager, discusses the state of the markets and the stocks he believes are quality opportunities despite missing out on the post-election rally. Fox Business News

October 2016

David Smith, Chief Investment Officer, discusses the election, bonds and earnings with the Wall Street Journal

September 2016

David Smith, Chief Investment Officer, has been quoted in an article with U.S. News about Why Warren Buffet Loves Buy-and-Hold Stocks

September 2016

Doug Butler, SVP and Research Director talks to NECN about the August jobs report




August 2016

With stocks at all-time highs, is there still room for growth?  Matt Roddy, VP & Portfolio Manager, discusses on CNBC's Power Lunch.  



August 2016

Paula Murphy, VP and Portfolio Manager, spoke to Banker & Tradesman about A New Focus on Finances as Women Gain Earning Power. 



                                                                                                                                                                                      


    

                                                                                           

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