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Market Commentary
Quarterly Insights: October 2024
The U.S. economy and capital markets performed well in the third quarter of 2024. It’s hard to predict whether this strength will continue as we face a mixed bag of signals. No matter the environment,...
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Market Commentary
Staying the Course
Financial markets can catch investors off guard. This year has been a case study of how market rallies can occur in the face of seemingly bad news. Do...
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Market Commentary
Searching for Opportunity
As we approach year-end, it’s natural to reflect on the investment year that was and, more importantly, consider where to find investment opportunitie...
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Market Commentary
Market Outlook: Proceed with Caution
Following a tumultuous end to 2018, investors welcomed strong domestic equity market performance during the first quarter of 2019. U.S. equity markets...
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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
The stock market, as measured by the S&P 500 Index (a broad stock market proxy), has tripled in price since the depths of the financial crisis in Marc...
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Market Commentary
Market Outlook: A Roundtrip Journey
The last market outlook I wrote for this publication was in July 2015. At that time, the S&P 500 Index, which serves as a broad stock market proxy, wa...
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Market Commentary
Market Outlook August 2015
Throughout the history of financial markets there has tended to be a high level of comfort
amongst investors when prices are rising steadily. Everyone...
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Grow Wealth
Sticking to Our Knitting
Throughout the history of our firm, we have sought to make our investment philosophy and the logic behind portfolio structures transparent and underst...
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