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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...

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February Monthly Update

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

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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...

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December Monthly Update

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

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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.

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3rd Quarter 2021 Commentary

Stocks remained in an uptrend throughout the third quarter.

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Weekly Update – August 30, 2021

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

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Weekly Update – August 23, 2021

Equities turned broadly lower last week.

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2nd Quarter 2021 Commentary

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

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Is Inflation Ahead?

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