Seasonal Slump? | Weekly Market Commentary | August 5, 2019

Last week’s stock market slide begs the question whether this August will fit its historical pattern of seasonal weakness...

The Fed’s Course Correction | Weekly Economic Commentary | August 5, 2019

The Fed cut interest rates for the first time in 10 years..

A Fed Rate Cut and the Economy | Client Letter | August 1, 2019

The Fed cut interest rates even though the economy is still growing, albeit slowly...

The Inaugural Rate Cut | Weekly Economic Commentary | July 29, 2019

The Fed is expected to cut rates this week for the first time in 10 years...

More On Fed Rate Cut Implications | Weekly Market Commentary | July 29, 2019

The Federal Reserve (Fed) is likely to start an easing cycle this week, which has several investment implications...

A Consumer-Driven Quarter | Weekly Economic Commentary | July 22, 2019

We're encouraged by the strength in consumer spending, but economic growth needs to be broader...

Riding The Wave…For Now | Weekly Market Commentary | July 22, 2019

We are maintaining our year-end fair value target of 3,000 even though the index is very close to that level...

Portfolio Compass | July 19, 2019

Stock valuations remain favorable in our view, even with the S&P 500 Index near our year-end fair value target of…..

Market Insight Quarterly | Second Quarter 2019

Stocks Rise, Rates Fall as Investors Position for Lower Rates..

Q2 Earnings: Muddling Through | Weekly Market Commentary | July 15, 2019

We expect slightly positive earnings growth in the second quarter, with substantial drag from falling technology sector earnings...