Investment Updates

April 2018 Market Review

Following is a summary of the markets and our funds’ performance for the month of April 2018, provided by our Chief Investment Strategist David A. Klassen.
Investment UpdatesNews

UCF Remains Positive After Global Markets Plunge

With the Dow Jones Industrial Average, the S&P 500 index, and other global equity markets having sold off after a strong January, the following is our perspective on the sudden return of volatility to the markets provided by our Chief Investment Strategist David A. Klassen.
Investment UpdatesNews

Q4 2017 Market and Performance Update

Following is a summary of the markets and our funds’ performance for the fourth quarter of 2017, provided by our Chief Investment Strategist David Klassen.
Investment UpdatesNews

October 2017 Market Review

Following is a summary of the markets and our funds’ performance for the month of October 2017, provided by our Chief Investment Strategist David Klassen.
Investment Updates

November 2017 Market Review

Following is a summary of the markets and our funds’ performance for the month of November 2017, provided by our Chief Investment Strategist David Klassen.
Investment Updates

Mid-January, 2016 Update

A market insight provided by David Klassen, Chief Investment Strategist.
Investment Updates

Market update: What is happening?

A mid-year market insight provided by David Klassen, Chief Investment Strategist.
Investment UpdatesNews

Higher temperatures, higher volatility

A mid-year market review provided by David Klassen, Chief Investment Strategist.
Investment UpdatesNews

2014: A Year of Simplicity

The following is a market insight provided by David Klassen, Chief Investment Strategist.
Investment UpdatesNews

Monitoring political spending no longer a priority for SEC

Despite longstanding pressure from shareholders for public companies to disclose political spending, the SEC recently removed a plan to consider the rule from its agenda.