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: September 2022

    BRAKING OR BREAKING, WHAT IS THE FED DOING TO THE U.S. ECONOMY? After a promising start that began with a relief rally, global markets continued their year-to-date declines during the 3rd quarter as record inflation, geopolitical tensions, lingering effects from the pandemic, and, most importantly, fears that an aggressive Federal Reserve would push the U.S. economy into recession weighed heavily on the broader markets.

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  • 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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