Market Commentary

A Playbook for Unprecedented Times

Take yourself back to 2019 when the year was drawing to a close. Imagine being told: 2020 will be the year when our hospitals will be overwhelmed, off...
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Market Commentary

Quarterly Insights: April 2021

We have come a long way in the last twelve months. In response to the coronavirus pandemic, concerned governments around the world closed large portio...
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Market Commentary

Is Your Portfolio Prepared for 2021?

Investors in the United States have endured a tremendous amount of turbulence in 2020. We have experienced a large-scale worldwide pandemic for the f...
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Market Commentary

Quarterly Insights: January 2021

Calendar year 2020 is over, and it will be one for the history books. The COVID-19 global pandemic, combined with a contentious presidential race and ...
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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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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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