Q2 2022 Market Insights: Successful investing is a marathon, not a sprint.

It’s important to remember that recessions are a normal part of the economic cycle. Recessions are not a matter of “if ” but simply a matter of “when” they will occur. The news media often portray them as a catastrophe, but the reality is that every economic cycle ends in a recession, allowing any excesses [...]

Q2 2022 Market Insights: Successful investing is a marathon, not a sprint.2022-07-28T15:15:51+00:00

May Market Update

In 2021, the economy grew at a robust 5.7% as measured by Gross Domestic Product (GDP). This pace of economic growth is expected to slow considerably in 2022 due to waning fiscal stimulus and heightened inflationary pressures. While we believe that inflation in the U.S. has likely peaked, it appears that it will take much [...]

May Market Update2022-05-27T15:51:57+00:00

Russia-Ukraine Conflict and it’s Impact on Markets

Volatility has picked up across both stocks and bonds as investors continued to come to grips with the Federal Reserve’s (Fed) hawkish policy shift, still elevated inflation, and Omicron’s dampening impact on economic activity. The S&P 500 fell for the third straight week through January 21st and is now down - 8.3% from its January [...]

Russia-Ukraine Conflict and it’s Impact on Markets2022-03-02T16:58:10+00:00

Q4 2021 Market Insights: Strong Execution by Corporate America Drives Positive Outlook for U.S. Equities

Markets have exhibited very impressive resilience since the pandemic began and that remained the case throughout the fourth quarter and all of 2021, as the strength of the U.S. economy and corporate America helped produce another year of substantially positive returns in stocks.  That resilient nature is expected to support markets and the economy as [...]

Q4 2021 Market Insights: Strong Execution by Corporate America Drives Positive Outlook for U.S. Equities2022-05-27T15:17:31+00:00

Q3 2021 Market Insights: Even with Volatility a Positive Outlook with Equities Remains

For the better part of the past year and a half, equity markets have been on an upward trajectory despite the impacts of the pandemic. Yet September brought a month of volatility. Even with this news, we believe the outlook for equities continues to be positive. Read the Newsletter

Q3 2021 Market Insights: Even with Volatility a Positive Outlook with Equities Remains2021-10-26T14:36:16+00:00

Q2 2021 Market Insight: Strong Gains Continue with Possibility for Increased Volatility

The strong gains of the second quarter and the first half of 2021 reflected continued government support for the economy combined with a material improvement in the domestic pandemic situation. Yet there may be a balancing act with the looming potential for longer-term inflation. Read the Newsletter

Q2 2021 Market Insight: Strong Gains Continue with Possibility for Increased Volatility2021-07-28T22:21:37+00:00

Q1 2021 Market Insight: Optimism for an Economic Renewal Post Pandemic

In the first quarter of 2021, there has been renewed hope for the post-pandemic world. Investors have been optimistic that financial recovery is on the horizon with robust consumer spending. On the other hand, interest rates are rising, and new plans are being implemented to overhaul infrastructure which may have implications on tax rates. Read [...]

Q1 2021 Market Insight: Optimism for an Economic Renewal Post Pandemic2021-04-27T16:31:08+00:00

Making Sense of Bitcoin

It was as recent as late 2017 when bitcoin last enjoyed a meteoric rise with its price approaching $20,000 per coin in December. Following that peak, bitcoin has endured a series of ebbs and flows, bottoming in January 2019 at $3,450 per coin, but its price is once again rising. Since March 2020, bitcoin is [...]

Making Sense of Bitcoin2021-02-17T18:47:15+00:00

Q4 2020 Market Insight: 2020 Results Finish Strong Despite Tumult

Describing 2020 in one word would be “tumultuous”. COVID-19 spun life as we know into a tailspin and the financial markets were not immune to that. High debt for the country, inflation concerns, and Bitcoin booms are all on the radar moving into the new year. Read the Newsletter

Q4 2020 Market Insight: 2020 Results Finish Strong Despite Tumult2021-01-29T21:07:47+00:00

Q3 2020 Market Insight: Economy, Not Election, Will Drive Returns

This continues to be one of the most unpredictable years in recent memory, as markets remained strong in the third quarter despite a resurgence in coronavirus cases. Equity markets rallied thanks to a combination of accommodative Fed policy, hopes for a COVID-19 vaccine, and a stronger-than-expected economic rebound. Read the Newsletter

Q3 2020 Market Insight: Economy, Not Election, Will Drive Returns2021-02-17T18:47:06+00:00