October Heats Up | Client Letter | October 3, 2019

October historically has been a volatile month but also the third strongest month of the year for the S&P 500…..

Searching for Direction | Weekly Market Performance | September 27, 2019

Stocks searched for direction this week as investors digested news of political tensions and signs of trade progress...

Global Economy Muddles Along | Weekly Market Commentary | September 30, 2019

The U.S. economy continues to perform well when compared to the rest of the developed world, and is still exhibiting…..

Central Banks Are Back | Weekly Market Commentary | September 23, 2019

Since we began highlighting the return of fiscal leadership as a primary driver for economic and market activity nearly two…..

Markets Take A Punch | Weekly Market Performance | September 20, 2019

Large cap equities outperformed small caps, while the growth style of investing modestly outpaced value..

Portfolio Compass | September 19, 2019

We have maintained our S&P 500 Index year-end fair value target of 3,000, even after the index broached that target…..

The Curious Case of Negative Yields | Weekly Market Commentary | September 16, 2019

There’s a growing pile of negative-yielding debt around the world amid extraordinary monetary policy initiatives...

Grinding Higher | Weekly Market Performance | September 13, 2019

Equities continued to rise this week, sending the S&P 500 Index back over the 3,000 level and near its record…..

Market Insight Monthly | August 2019

U.S. economic data was mixed in August, reflecting the complicated macro economic environment in the midst of high trade uncertainty...

Another Up Weekon Trade Optimism | Weekly Market Performance | September 9, 2019

Equities rose during the holiday-shortened week as investors digested several geopolitical and trade headlines alongside a mixed batch of key…..