Ted Halpern and Kirsty Peev look back to analyze a rollercoaster year.

Incredible performance in Q3 may seem puzzling during a pandemic. Ted Halpern and Kirsty Peev explain market and economic events of the past quarter.

The first and second quarter of 2020 couldn't have been more different. Ted Halpern and Kirsty Peev give their analysis.

In Q1 2020, Coronavirus impacted the entire world, markets included. Ted Halpern and Kirsty Peev put the news in context of markets and your portfolio.

2019 was a wonderful year to be an investor--especially a well-diversified investor. Fundamentals are strong and we look forward to opportunities ahead!

In Q3, the markets surpassed many challenges, but equities ended positive and bonds provided equity-like returns. Find out more in this commentary from Ted Halpern and Kirsty Peev.

The first half of 2019 has been exceptional. Learn what happened over the past quarter from Ted Halpern and Kirsty Peev's analysis.

The first quarter of 2019 was a welcome sight after the market’s wild ride in 2018.

Dig deeper than the headlines to understand performance in 2018. A major reason for 2018’s volatility was, paradoxically, the fact that the economy was strong enough to withstand rising interest rates.

The volatility in 2018 was certainly not pleasant, but it was expected. Learn how equities, bonds and international holdings weathered the turbulence and what to look for in 2019.

Portfolio Manager Kirsty Peev explains what to make of market developments in Q3, asset class by asset class.

On the 10-year-anniversary of the financial crisis, Ted Halpern reflects on what has happened since then, and how to prepare for the road ahead.

Fundamentals are incredibly strong, but fears of a trade war and higher rates are keeping optimism in check.

Be honest, did you think the markets were doing well during Q2? Or that the U.S. was leading the way? Learn more about what happened in the markets in Q2.

Remember: volatility is normal for equities. Find the details for the performance of each asset class in Q1 here.

The first quarter brought plenty of drama: in three acts. All three highlighted the importance of diversification.

This is the time of year for resolutions and self-improvement. There are a few ways to make your resolutions come true. They’re very simple—but not necessarily easy.

2017 overall and the fourth quarter specifically were great for investors. Portfolio Manager Kirsty Peev explains what went on in each asset class.

Wealth Advisor Ted Halpern shares how personal events forced him to focus on what is truly important--and how to carry this lesson over to one's finances.

After another strong quarter, Portfolio Manager Kirsty Peev, CFP®, details developments in individual asset classes and the economy overall.