Entries by ThirtyNorth Investments


Feeling More SECURE in Retirement

If you think that concerns over one’s ability to retire are limited to the young, think again. Sure, younger generations are saddled with unprecedented student loan debt, and they can no longer count on Social Security as a guaranteed source of income in their later years, as their parents and grandparents could. But a 2019 […]


ThirtyNorth Investments Welcomes Mary Willis to the Team

We are delighted to introduce the newest member of our ThirtyNorth Investments team, Mary Willis. Mary joins us as a Financial Associate and will focus on all investment and planning related activities, including portfolio analysis, investment monitoring, and research for our investment committee.  Mary previously served as an equity research associate at Johnson Rice & Company. […]


1st Quarter 2018 Market Commentary

“What a long, strange trip it’s been” – Jerry Garcia, Bob Weir, Phil Lesh, and Robert Hunter The US stock market burst energetically out of the gate in January. Fresh off double digit gains last year, the tech heavy NASDAQ index crossed 7,000 for the first time on January 3rd. At its peak on January […]


4th Quarter 2017 Market Commentary

Stocks around the world posted double digit returns in 2017. On the heels of a healthy 2016, the current bull market trudged along triumphantly. In a Goldilocks scenario, volatility was conspicuously absent from the markets. There were only four days that the S&P 500 Index declined more than 1%, with the largest drawdown of 1.82% […]


3rd Quarter 2017 Market Commentary

Stocks continued to climb higher during the third quarter, with international and emerging market stocks increasing their lead on U.S. markets. S&P 500 earnings rose to an all-time high of $30.51 per share for the second quarter. International and emerging markets continued to soar, assisted by a declining U.S. dollar, low valuations, and strong earnings. […]


Mutual Fund Names are Confusing

It never ceases to amaze me how confusing and non-descriptive mutual fund names can be. I spend a lot of time studying mutual funds and searching for the ones to fit our clients’ needs. How does the average 401(k) participant or Do-It-Yourself investor select mutual funds with names that are not only confusing, but often, […]

Information Overload

Warning! Too much information is bad for your financial health. Unfortunately, we’re living in a world where information is travelling faster than light speed. News organizations are competing for your clicks and your eyeballs every millisecond of the day. Information is coming at you from every direction; your television, your radio, your cell phone, and […]

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Whitepaper Published in the IMCA Investments & Wealth Monitor

ThirtyNorth’s whitepaper “Impact of Women in Corporate Leadership: The Relative Stock Performance of Gender Diverse Boards” was published in the July/August edition of the IMCA Investments & Wealth Monitor. Co-authors Suzanne Mestayer and Blair duQuesnay submitted the paper for consideration of the Editorial Advisory Board in May. Here is a description of the Investments & […]