Investment Updates

Should You Buy into Your Vacation Home Dreams?

As we watch the rain and snow fall in the doldrums of winter, our thoughts often turn to sunnier days and second homes by the sea or the mountains. This month Allen Trust Company’s Director of Financial Planning, Allison Grebe Lee, suggests topics to consider when dreaming of buying a vacation home.

Read More
Allison Grebe Lee
2019: Is the Economic Cycle Turning Downward?

The Yield Curve, The U.S. Budget Deficit, Market Volatility and Asset Valuations, and Differentiation: Year-End 2018 provided significant insights into the implications and opportunities for financial assets in 2019. Our Senior Portfolio Manager Julie Bryan addresses the question: Is the Economic Cycle Turning Downward?

Read More
Julie C. Bryan, CFA
Three Level Chess: What Next For The Financial Markets?

2018 has been a year of transition. Federal Reserve "policy normalization", geopolitics, and the outlook for corporate profit growth are acting in concert to generate disconcerting volatility in the financial markets. This month Allen Trust Company’s Senior Portfolio Manager Julie Bryan discusses our views on the financial markets for 2019.

Read More
Julie C. Bryan, CFA