Market Commentary

Quarterly Insights: January 2019

2018 ended turbulently, with equity markets declining over the last three months of the year. Since reaching a September high, the major U.S. stock in...
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Market Commentary

Market Commentary: December 26, 2018

In terms of stock market returns, it appears this year may come to be known as the year that the Grinch stole Christmas. After a bruising selloff that...
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Market Commentary

Market Arm Wrestling

At market highs and deep into multi-year economic recoveries, a wrestling match often ensues as the market begins to contemplate its next chapter. Add...
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Market Commentary

Quarterly Insights: October 2018

The U.S. stock market continues to soar. As we write, the S&P 500 Index is near all-time highs. For the past six months, returns have been positive. F...
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Market Commentary

Playing Defense

With summer vacation season coming to a close, the stock market back within striking distance of its highs after a bout of volatility early in the yea...
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Market Commentary

Quarterly Insights: July 2018

Several of the themes discussed in our previous quarterly review remain relevant. While 2017 produced a very strong, and calm, domestic stock market, ...
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Market Commentary

The Great Unwind

Flash back ten years ago to late 2007 and early 2008. George W. Bush was serving his second term as President. Crocs were in style. The new Apple iPho...
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Market Commentary

Market Outlook: Volatility Returns

The market outlook published in the June 2017 edition of this newsletter examined the relative calmness and lack of volatility, or dispersion of retur...
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Market Commentary

Market Outlook

As investors entering 2018, we are experiencing a nine-year-old bull market in domestic equities, with many of the major technology companies leading ...
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Market Commentary

Market Outlook

As the saying goes, "happiness is a function of reality exceeding expectations.” In other words, we are happiest when outcomes turn out better than we...
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