Fundamentals Over Fears | Weekly Market Performance | February 7, 2020

U.S. stocks broke a two-week losing streak with their best weekly gain in eight months...

Client Letter | Bumps in the Road | February 6, 2020

Even with some bumps in the road, we expect the economic expansion to continue through 2020 and help power forward…..

Assessing Coronavirus Outbreak | Weekly Market Commentary | February 3, 2020

After a three-and-a-half-month, largely uninterrupted rally in stocks, the period of calm ended last week as the coronavirus outbreak led…..

A Sentiment Check | Weekly Market Commentary | January 27, 2020

Wall Street has often called this the most hated bull market in history, and for good reason...

Earnings Are All About 2020 | Weekly Market Commentary | January 20, 2020

Earnings growth was largely absent in 2019, but we expect it to pick up in 2020...

Stocks Rise On Trade, Earnings News | Weekly Market Performance | January 17, 2020

U.S. stocks rose again this week to fresh record highs, powering the S & P 500 Index to its 13th…..

Portfolio Compass | January 15, 2020

With stocks at our year-end fair value target, the magnitude of a potential stock market advance in 2020 may be…..

Market Insight Quarterly | Fourth Quarter 2019

Third-quarter data showed the U.S. economy grew at an average pace for the economic expansion, with signs of weakening in…..

Assessing Geopolitical Risk | Weekly Market Commentary | January 13, 2020

We discuss what the conflict with the Middle East might mean for stocks and assess ongoing risks...

Market Insight Monthly | December 31, 2019

The U.S. economy wrapped up 2019 with a batch of generally promising data as U.S-China trade tensions died down...