Market Commentary

Putting 2020 Behind Us and Looking Towards 2021

We can all agree that 2020 has been anything but an ordinary year. In March, the U.S. and much of the world went into lockdown due to the escalation o...
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Market Commentary

Quarterly Insights: October 2020

This is the third quarterly commentary in which the coronavirus takes center stage. The pandemic has impacted our society, economy, health, markets, p...
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Manage Wealth

Are Tax Increases on the Horizon?

As we move into the sixth month of masks, sheltering-in-place and all the awful effects of the coronavirus pandemic, the U.S. government has pledged a...
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Market Commentary

Quarterly Insights: July 2020

The first half of 2020 has been exceptionally difficult, affecting each of us in one or many ways. Since our last quarterly commentary, the coronaviru...
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Market Commentary

Message From the CEO

I want to start by thanking Linda for her last 10 years at our helm, highlighted by our regained independence as a 100% employee owned firm and the us...
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Market Commentary

Quarterly Insights: April 2020

Much has changed since we provided our last quarterly commentary in early January, as the economy’s brisk pace continued, and the stock market showed ...
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Market Commentary

Stay Calm and Carry On

The current financial market panic is unprecedented – just as all preceding panics were unprecedented. Yet, during times of panic, malfunctioning mark...
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Market Commentary

Rallying Into 2020

Early in the new year, after experiencing strong gains in their U.S. stock portfolios in 2019, investors saw geopolitical risk pulled into the spotlig...
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Market Commentary

Market Outlook

What a difference a year makes. Or does it? It depends on where you look. A year ago, we wrote about markets being at all-time highs, a strong domesti...
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Market Commentary

Market Outlook

Uncertainty works well as a theme for any stock market outlook written at any time. It always exists, as the economy, geopolitics, and many other key ...
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