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Registered Investment Advisor
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Equity

Equity Income

Focus

A large-cap equity strategy focusing on investing in U.S. companies with above-average dividend yield and attractive valuation.

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Markets & Economy

Mid-Year 2017 Outlook

As the U.S. Ages Gracefully, a Resurgence Abroad.

June 13, 2017

    Foreign investments may be volatile and involve additional expenses and special risks, including currency fluctuations, foreign taxes and geopolitical risks. Emerging and developing market investments may be especially volatile. Due to the recent global economic crisis that caused financial difficulties for many European Union countries, Eurozone investments may be subject to volatility and liquidity issues. Investments in securities of growth companies may be volatile. Small and mid-sized company stock is typically more volatile than that of larger, more established businesses, as these stocks tend to be more sensitive to changes in earnings expectations. It may take a substantial period of time to realize a gain on an investment in a small or mid-sized company, if any gain is realized at all. Diversification does not guarantee profit or protect against loss.

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