Author archives: Jim McGrath

September 1 , 2020 | Posted by James McGrath |

Concentration of the S&P 500

It was recently reported that the S&P 500 Index has again reached all-time highs as we go through the sixth month of the economic recession of this year. How is it possible that when the economic data seems so bad that the stock market is reaching new levels? Are all businesses really doing that well?

Read more

April 27 , 2018 | Posted by James McGrath |

Rough Seas Ahead, Should you Change Course?

As most everyone knows, the past few months have seen volatility return to the investment markets.  2017 was a historic year for the S&P 500 (500 largest US companies) where the index was positive every month of the year with the number of 1% moves experienced (up or down) only being eight. We’ve now had

Read more

May 10 , 2016 | Posted by James McGrath |

James B McGrath – Wealth Management Roundtable

Cassady Schiller Financial Advisor’s Director of Wealth Management Services, Jim McGrath CFA®, CPA, CFP®, CIMA®, participated in the Cincinnati Business Courier’s Wealth Management Roundtable on May 6th, 2016. Here is an excerpt from the Cincinnati Business Courier’s writeup: Cincinnati Business Courier editor Rob Daumeyer recently sat down with Jim McGrath, director of wealth management with

Read more