Quarterly Market Commentary

Are we beginning a new economic and market cycle?  We think so! Listen to our 4th Quarter 2020 Market and Strategy Outlook to learn more. Download […]

Are we beginning a new economic and market cycle?  We think so! Listen to our 3rd Quarter Market and Strategy Outlook to learn more. Download our […]

Quarterly Commentary – September 30, 2020 So much has happened in the third quarter that it is difficult to find a single theme impactful to the […]

Quarterly Commentary – June 30, 2020 Work from home (WFH) has now become a common everyday expression, especially in the second quarter of this year. The […]

May You Live in Interesting Times Investors enjoyed a wonderful 2019 with equity prices appreciating in the neighborhood of 30% while bonds rewarded investors with close […]

The fourth quarter presented good performance for U.S. stocks. Trade negotiations with China improved with the probable ‘phase one’ deal to be signed in mid-January 2020. […]

The third quarter was slightly good for the markets but September brought more volatility. Market results saw the S&P 500 gain 1.2%, although year-to-date gains of […]

The midstream space, which is measured by the Alerian MLP Index, finished the second quarter slightly positive despite the volatility we experienced in April and May.  […]

Climbing a Wall of Worry                                            […]