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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.

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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.

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2021 Market Outlook

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

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Is a Depression Inevitable?

There is a good deal of media chatter regarding the possibility that the global economy is entering a great depression due to the COVID pandemic. Here's our take.

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CIO Conversation Series: Sean E. Heron, CFA

Hear from Tom Herrick and Sean E. Heron, CFA.

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CIO Conversation Series: Katie Stockton, CMT

Hear from Tom Herrick and Katie Stockton, CMT.