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.

November Monthly Update

Equities posted sizable gains during the month of October as negative, COVID-surge-induced, sentiment swung from an overly risk-off condition to risk-on by month end.

3rd Quarter 2021 Commentary

Stocks remained in an uptrend throughout the third quarter.

Weekly Update – August 30, 2021

Equities moved higher yet again last week — following a very brief and shallow decline the prior week.