News and Events

JUNE 2025 MARKET INSIGHTS By: DOUGLAS A. RILEY, CFA, PORTFOLIO MANAGER Someone recently joked to me that the BBB or “Triple-B”, short for Trump’s “Big Beautiful Bill,” was a forecast for the US’ sovereign credit rating. While that may be extreme, it...

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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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