We share insights from our team of financial specialists and curate relevant news to keep you informed as the investment landscape continues to change.

Category: Quarterly Market Commentary


  • Quarterly Commentary: June 2022

    The S&P 500 realized its worst first half performance since 1970. The 2nd quarter of 2022 proved to be especially unkind to equity investors as not even one of the eleven S&P 500 sectors were able to post positive results. Investors faced record high inflation, increased interest rates from the Federal Reserve, fears of a recession and geopolitical uncertainty caused by Russia’s invasion of Ukraine.

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  • Quarterly Commentary: March 2022

    Inflation surging to 40-year highs, global supply chains broken by a pandemic, ubiquitous labor shortages, and a full-scale military invasion of Ukraine by Russia…

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  • Quarterly Commentary: December 2021

    Stocks overcame a number of headwinds in the fourth quarter with the emergence of Omicron…

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  • Quarterly Commentary: September 2021

    When the sun does not shine, the wind does not blow, and the water does not flow….

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  • Quarterly Commentary: June 2021

    The markets rose to all-time highs in the second quarter across almost all markets as reflected here….

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  • Quarterly Commentary: March 2021

    Stimulus and COVID vaccines move markets higher. We hope this finds you healthy and safe in these unusual times.

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  • Quarterly Commentary: December 2020

    Are we beginning a new economic and market cycle? We think so!

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  • Quarterly Market and Strategy Outlook: October 2020

    Are we beginning a new economic and market cycle? We think so!

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  • Quarterly Commentary: September 2020

    So much has happened in the third quarter that it is difficult to find a single theme impactful to the market or the economy… The market is focused on the COVID-19 pandemic, which is still impeding a full recovery from shutdowns across the country, especially small businesses. A number of COVID-19 vaccines are in clinical […]

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  • Quarterly Commentary: June 2020

    Work from home (WFH) has now become a common everyday expression, especially in the second quarter of this year. The use of technology at home has propelled several tech stocks to market capitalizations of over $1.5 trillion. With WFH, former commuters are saving approximately one hour per day and by shopping online, they are saving […]

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