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
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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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Quarterly Commentary: March 2020
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 to a 10% return. We started 2020 with a strong economy, healthy corporate earnings and further new highs into February of this year….