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.

Weekly Update – August 23, 2021

Equities turned broadly lower last week.

2nd Quarter 2021 Commentary

Equity markets moved higher in the second quarter with the S&P 500 Index picking up 8.55%.

Is Inflation Ahead?

Find out what's in the financial market forecast and what it means for portfolio positioning.

1st Quarter 2021 Commentary

Equity market performance for the first quarter of 2021 was best characterized as churning higher amid a huge rotation from technology issues toward cyclicals.

2021 Market Outlook

The best thing that can be said for the 2021 outlook is that it is not 2020 anymore.