Market Commentary

Market Commentary: The Attraction of Factor Investing

Market Commentary: September, 2019 The Attraction of Factor Investing By: Peter Nielsen, MBA, CFA®   Invention and innovation continue to change the world around us. However, it’s often forgotten that …

Managing Risk In the 21st Century – A Radio Interview from the South Carolina Business Review

Portfolio Manager, Peter Nielsen, discussed Risk Management on the May 21st broadcast of Public Radio’s, South Carolina Business Review. To hear his conversation, click the below.  

Market Commentary: Tarrifs may not be so tarrif-ic

Market Commentary: June, 2019 Tarrifs may not be so tarrif-ic By: Peter Nielsen, MBA, CFA®   The United States and China have a far longer trade history than many realize. …

Market Commentary: The Frequency of Rare Events

April Market Commentary The Frequency of Rare Events Peter Nielsen, MBA, CFA® In August 2017 Greenville found itself directly in the path of a solar eclipse. It effectively made the …

Market Commentary: A look back on the week of October 8 to October 13, 2018

Market Commentary: A look back on the week of October 8 to October 13, 2018   Key takeaways: Markets were down last week as investors favored lower risk sectors like …

Market Update: 1st Quarter 2018

Title: Market Update – 1st Quarter 2018 Rand Baughman, CFP® January The stock market ended 2017 as its 3rd best year since the Financial Crisis of 2008. Throughout January, it appeared …

Market Update – Bubble Bursting

Market Update: Bubble Bursting By: Rand Baughman, CFP® At the end of September, I had the opportunity to attend e-Money’s Advisor Summit in Scottsdale, AZ. I have family in Scottsdale …

Market Update – Winter is Coming

Market Update – June 2017 – “Winter Is Coming”     By: Rand Baughman CFP® It has been another good start to the year in the markets. All asset classes have seen …


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