Q1 2021 Market Commentary
Global equity markets carried over positive momentum from Q4 into the new year, as investors continued to[…]
2021 Market Outlook – The Great Reset
The roaring ’20s are back. The global response to COVID from governments and central banks hit the[…]
Introducing Evette Mock-Hernandez, Senior Relationship Manager
Waterloo Capital is thrilled to announce Evette Mock-Hernandez has joined the team as Senior Relationship Manager. Evette’s[…]
CARES Act and SBA Relief Programs Offer Support During the Crisis
Help From The Hill The coronavirus pandemic has quickly changed life around the world, impacting individuals, families,[…]
The Evolution of AI + Predictive Analysis – Part 1
A groundbreaking article from The Journal of Portfolio Management1 informs us that the stock market is a[…]
Letter to Investors
It’s Been a Grizzly Month… On March 12th we entered the first bear market since the Great[…]
Monitoring the Markets & the COVID-19 Virus
What started as a small outbreak of a flu-like virus in China has rapidly spread infections, fear,[…]
2020 Market Outlook – Not Too Hot, Not Too Cold, Just Right?
2020 will be defined by the three C’s: Consumer, Credit, and China. The return to a prolonged[…]
“Free lunch” From Social Security Benefits Loophole
A common adage in economics is “there is no such thing as a free lunch”. Although generally[…]
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Q2 2021 Market Commentary
Global markets continued climbing higher as we saw another good quarter in Q2. Re-openings and vaccine rollouts[…]