September Monthly Update

From their mid-June low through the 18th of August, equities picked up short-term momentum and advanced about 16%1 using the S&P 500 as a proxy, a classic bear market rally. A 6% pullback has since ensued up to this writing. While we are constructive on equities long-term, beyond 12 months in outlook, we remain cautious short-term. Read the Update

August Monthly Update

Equity markets spent the last six weeks rallying from deeply oversold conditions reached in mid-June.

2nd Quarter 2022 Commentary

As we begin the second half of 2022, investors likely feel a lot like a football or basketball team hanging on by their fingernails just trying to get to the locker room for a halftime regroup.

Bear Market Graph

What To Do In A Bear Market

May has been miserable. As equity markets broke downside support, the market tipped briefly into bear market territory.

May Monthly Update

With a nod to Yogi Berra; “it’s déjà vu all over again.” Throughout 2022, the stock market has repeatedly visited a low found around 4200.

1st Quarter 2022 Commentary

Equities and bonds both experienced a great deal of volatility since our last Update, February 24th.

Map of Ukraine

What Does the Invasion of Ukraine Mean for Investors?

Equity markets sold off in the last two weeks, triggered by fear of Russian aggression in Europe followed by an actual invasion of Ukraine...

February Monthly Update

Markets began 2022 by moving decisively lower, with both stocks and bonds enduring continuous selling pressure throughout January.

2022 Market Outlook

To begin, let us recap our 2021 Outlook against the year’s results. At this time last year, we held three primary viewpoints going forward...

December Monthly Update

Black Friday, credit stress, inflation and the new COVID variant, omicron, all affect the market this month.