News and Events

  By: DOUGLAS A. RILEY, CFA, PORTFOLIO MANAGER I trust that everyone had a joyful and relaxing Thanksgiving break with family and friends. Having awoken from their tryptophan comas and recovered from a four-day football binge, investors turn their sights to the final weeks of wha...

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By: DOUGLAS A. RILEY, CFA, PORTFOLIO MANAGER With the federal government shutdown ongoing throughout October, there is little official economic data to report on. What we did get from private data providers (ISM, Univ. of Michigan, and NFIB) was mixed but mostly showed that activity was ...

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  By: DOUGLAS A. RILEY, CFA, PORTFOLIO MANAGER As expected, the Federal Reserve cut interest rates by 25 basis points at the September meeting. Conveniently, the annual Employment Revisions Report, released a few days before the meeting, showed a substantial reduction (-9...

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MARKET INSIGHTS JANUARY 2025 By: ANTHONY MINOPOLI, PRESIDENT & CHIEF INVESTMENT OFFICER We can put another year in the books! With 2024 coming to a close, there will be any number of market recaps for us all to review and consider what this means for 2025…and beyond. We sti...

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  Congratulations on John Seguin for earning the November agent of the month!

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MARKET INSIGHTS NOVEMBER 2024 By: ANTHONY MINOPOLI, PRESIDENT & CHIEF INVESTMENT OFFICER With my apologies and your forgiveness, I am writing Market Insights on November 6th. I figured with the election it was worth the wait! I am a little surprised but pleased that we know the wi...

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By: Tony Minopoli, President & CIO of Knights of Columbus Asset Advisors Well, half of the year is in the bag! The Bloomberg 500 Total Return Index returned 15.1% for the first six months of the year. When looking at styles, the Bloomberg 1000 Growth Index returned 17.6% a...

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