Manager Commentary

Making sure our clients are aware of and comfortable with relevant factors involved with the investment management of their assets is important to us. In furtherance of this objective, the following market commentaries are provided below to keep you informed of opinions derived from our analysis. If you read something you’d like to learn more about or discuss further, please contact us.


Important Management Commentary Disclosure:
Comments provided within the following reports are not intended to be a recommendation to buy, hold or sell securities and are provided for general informational purposes only. Investors should work with their Investment Adviser to develop an individualized investment plan specific to their situation before making an investment decision. Content within this site was created as of the date indicated and reflects the author’s views as of that date. These views will be kept for historical purposes, but the authors’ views and opinions may change, without notice, in reaction to changing economic and other conditions.


Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.

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Megan McMurry earns Chartered Advisor in Philanthropy (CAP®) Designation

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We are proud to announce that Megan McMurry, Vice President-Trust and Client Services, recently completed a yearlong program to earn the Chartered Advisor in Philanthropy (CAP®) professional designation from the Richard D. Irwin Graduate School of The American College. The program was organized locally by the Omaha Community Foundation (OCF) and was led by OCF board member, Mark Weber, a…

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Market Volatility Anyone?

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Do you get nervous when the stock market behaves unpredictably and experiences periodic ups and downs? If so you aren’t alone. But what about when the market’s ups and downs are measured in hundreds or thousands of points? That’s a different story altogether.   So far in 2018 we have come to see that the era of relatively calm and…

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Megan McMurry Earns Chartered Advisor In Philanthropy Designation

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    Megan McMurry, Vice President of Trust and Client Services, recently completed a year-long program to earn the Chartered Advisor in Philanthropy (CAP) professional designation from the Richard D. Irwin Graduate School of The American College.  The program was organized locally by the Omaha Community Foundation (OCF) and was led by OCF board member Mark Weber, a principal of…

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January 2018 Market Comments

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  In 2017, equities outperformed bonds for a seventh consecutive year. This equity friendly environment delivered positive stock returns, as measured by the total return of the S&P 500 Index, every month last year for the first time in history.   International stocks were the best-performing equity asset class in 2017, ending a multi-year stretch where international equities lagged domestic…

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Megan McMurry Comments in Midlands Business Journal on Trends in the Wealth Management Industry

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  For a long time wealth management services have been used mainly by high net worth individuals.  The trend we are seeing more and more is: 1) younger people are engaging in financial planning, and 2) all clients, regardless of their net worth, are more interested in financial planning and wealth management as they near retirement. A clear trend is…

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Omaha Wealth Management Firms Join Forces

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  Trust is critical to any professional relationship. Whether working with a builder to design your dream home, or becoming a patient of a new physician, the relationship will never reach its full potential without mutual trust. The same can be said for the relationship with your wealth management advisor. When your financial livelihood is at stake, it is imperative…

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