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Welcome to the Ocean Park Resource Library, your single destination for collateral, thought leadership, and resources to help you inform and educate your clients with confidence.
Latest Insights From Our Experts
CIO Insights
CIO Insights
CIO Insights: February 28, 2023
February 28, 2023
CIO James St. Aubin reflects on recent market activity.
WATCH NOWCIO Insights: February 28, 2023
Date Created: February 28, 2023
Investment Commentary
March 13, 2023
Learn about our investment process that is based on two goals. The first goal is to keep clients [...]
WATCH NOWDisciplined Risk Management
Date Created: March 13, 2023
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Moderate Allocation
Moderate Allocation Strategy Brochure
May 31, 2022
The Moderate Allocation Strategy seeks to enhance return with increased global stock exposure while [...]
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CIO Insights
CIO Insights
Markets Can No Longer Rely On Help From The Fed
May 10, 2022
The Fed ignored rising inflation and a tight labor market for too long.
WATCH NOWMarkets Can No Longer Rely On Help From The Fed
Date Created: May 10, 2022
It’s clearly difficult for investors to know what to do in the scary new world of a Fed aggressively tightening financial conditions in the face of runaway inflation. Ready for more? Doug shares his observations and perspective in this week's Market Minute.
How is your fixed income allocated and why?
May 10, 2022
There are endless fixed income options available for your investment dollar. Do you have a process [...]
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CIO Insights
CIO Insights
These Types of Markets Make Things Difficult For Investors
April 5, 2022
Investors who have grown used to strong returns the last 2 years may face some statement shock.
WATCH NOWThese Types of Markets Make Things Difficult For Investors
Date Created: April 5, 2022
Investors who have grown used to strong returns the last 2 years may face some statement shock when they open their first quarter statement. Out of control inflation, the war in Ukraine and the prospect of aggressive Fed rate hikes may continue to push long-term interest rates higher. Doug shares his perspectives in this week's Market Minute.
Commentary: The Fed Lifts Rates, but Are They Behind the Curve?
March 17, 2022
Our latest commentary covers the Fed's decision on raising rates, the impact of conflict in [...]
VIEW RESOURCETactical Bond
Tactical Bond Strategy Brochure
March 15, 2022
An alternative approach to a traditional asset class.
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CIO Insights
CIO Insights
Investors Have A Lot To Worry About
February 28, 2022
Just when you think you've figured out the markets, they typically change.
WATCH NOWInvestors Have A Lot To Worry About
Date Created: February 28, 2022
Recent volatility serves as a good example of how hard it can be to predict the markets on a short-term basis. We have observed high levels of intra-day volatility many days. And volatility from day-to-day. In this week's Market Minute, I dissect current market forces that have investors worried and offer you a potential solution.
Moderate Allocation
Moderate Allocation Strategy - Introductory Flyer
February 23, 2022
The Moderate Allocation Strategy seeks to enhance return with increased global stock exposure while [...]
VIEW RESOURCECommentary: Floating Rate Notes - A Diversifier for Rising Rates
February 10, 2022
Our latest commentary looks at how Floating Rate Notes can serve as a good diversifier within fixed [...]
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CIO Insights
CIO Insights
Don't Get Emotional, Rely On Your Discipline
February 9, 2022
Don't let emotions get the best of you, rely on your discipline.
WATCH NOWDon't Get Emotional, Rely On Your Discipline
Date Created: February 9, 2022
Volatility returned to the markets late in the 4th quarter but ramped up considerably in January. When the markets begin to shake, investors tend to get emotional. To put it simply, don’t get emotional – rely on your discipline. I share my perspective on January’s rollercoaster ride in this week’s Market Minute.
2021 Market and Economic Review (client approved)
January 24, 2022
This Market and Economic review of 2021 looks back at the key forces that helped shape the year, [...]
VIEW RESOURCERisk Matters
Average Returns Can Be Misleading (client approved flyer)
January 10, 2022
This flyer shows how average return numbers can be misleading vs. the more accurate annualized [...]
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