Blog

  • Mar 30

    Weekly Market Commentary

    The United States set some records last week. First, we became the epicenter of the COVID-19 pandemic. Popular Science explained: “An increase of 15,000 known cases in just one ...

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  • Mar 27

    Topics of Interest

    You shouldn’t make a withdrawal from your 401(k) or make rash decisions about your allocations during this economic downturn. However, you should check that your asset allocation ...

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  • Mar 23

    Weekly Market Commentary

    The coronavirus (COVID-19) continued to spread across the United States last week. On Friday, March 13, the Centers for Disease Control (CDC) reported there were 1,629 confirmed and presumptive cases ...

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  • Mar 16

    Weekly Market Commentary

    Last week was one for the history books. Mid-week, the World Health Organization (WHO) declared coronavirus a global pandemic. At the time, there were more than 118,000 cases in 114 ...

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  • Mar 2

    Weekly Market Commentary

    Take a deep breath. We have experienced downturns before. Think back to 2018. During the last quarter of the year, major stock indices in the Unites States suffered double-digit ...

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  • Feb 24

    Weekly Market Commentary

    Risk on or risk off? The coronavirus appears to have inspired two distinct schools of thought among investors. Some investors currently favor opportunities that are considered lower risk, ...

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  • Feb 18

    Weekly Market Commentary

    Many stock markets around the world moved higher last week. Investors’ optimism in the face of economic headwinds has confounded some in the financial services industry.

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  • Feb 10

    Weekly Market Commentary

    Last week, major U.S. indices posted strong gains. That’s welcome news, but the drivers behind share price appreciation appear to have little to do with ...

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  • Feb 3

    Weekly Market Commentary

    Prepare yourself. There is a good chance markets will be volatile in the coming weeks. Precautions designed to slow the spread of the coronavirus may also slow Chinese ...

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  • Jan 27

    Weekly Market Commentary

    Markets hunkered down last week. News of the coronavirus outbreak in Wuhan, China unsettled investors around the world. The respiratory infection is related to severe acute respiratory syndrome ...

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  • Jan 21
  • Jan 21

    Weekly Market Commentary

    The new trade deals are here! The United States and China signed a preliminary trade deal last week. The next day, the United States-Mexico-Canada Agreement was approved by ...

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  • Jan 13

    Weekly Market Commentary

    About face! 2019 was a remarkable year for investors with many asset classes delivering positive performance. Both the Standard & Poor’s 500 Index, a gauge of U.S. stock ...

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  • Jan 6

    Weekly Market Commentary

    About face! 2019 was a remarkable year for investors with many asset classes delivering positive performance. Both the Standard & Poor’s 500 Index, a gauge of U.S. ...

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  • Dec 31

    Weekly Market Commentary

    Let’s hear it for 2019! Major stock indices in the United States and overseas are poised to deliver double-digit gains for the year. Even with uncertainty about Britain’...

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  • Dec 23

    Weekly Market Commentary

    Investors may find themselves reluctant to ring out the old and ring in the new this week. During 2019, stock and bond markets delivered exceptional returns.

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  • Dec 16

    Weekly Market Commentary

    The Federal Reserve and European Central Bank both pledged to do what they could to underpin their respective economies. The United Kingdom gave Boris Johnson’s Conservative ...

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  • Dec 9

    Weekly Market Commentary

    On Friday, the unemployment report flashed its numbers like a hair model in a shampoo commercial. The Bureau of Labor Statistics reported 266,000 new jobs were created in November. ...

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  • Dec 2

    Weekly Market Commentary

    Sometime, probably not so long ago, comedian Dave Barry wrote, “Once again, we come to the Holiday Season, a deeply religious time that each of us observes, ...

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  • Nov 25

    Weekly Market Commentary

    Year-to-date, the Standard & Poor’s 500 Index, Dow Jones Industrial Average, and Nasdaq Composite have all gained more than 20 percent with dividends reinvested. The MSCI World Index also ...

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  • Nov 20
  • Nov 18
  • Nov 11
  • Nov 4

    Weekly Market Commentary

    The Federal Reserve lowered interest rates last week, as expected. There were no enthusiastic fans singing the Baby Shark song, but the Federal Open Market Committee’s ...

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  • Oct 28
  • Oct 21
  • Oct 18

    Quarterly Market Commentary

    Third Quarter 2019 Key Takeaways The third quarter of 2019 was a choppy one for financial markets as investors continued to weigh the overall health of the global economy against ...

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  • Oct 14

    Weekly Market Commentary

    Financial Times reported the United States agreed to not increase tariffs from 25 percent to 30 percent on $250 billion of Chinese imports next week. (Current tariffs remain in place, and ...

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  • Oct 7

    Weekly Market Commentary

    From trade wars to impeachment inquiries, investors had a lot to ponder during the third quarter. Toward the end of September, they appeared to become more cautious, although ...

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  • Sep 30

    Weekly Market Commentary

    A bull market isn’t a peaceful place. When times are good, investors are constantly tense, wondering how long they will keep rolling, fretting about when a seemingly ...

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  • Sep 23
  • Sep 19
  • Sep 16

    Weekly Market Commentary

    If you enjoy searching for Waldo, the visual nemesis in a red-striped sweater and cap, you may appreciate the quandary of central bankers in many wealthy nations. For ...

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  • Sep 9

    Weekly Market Commentary

    Bill Murray’s character is a crotchety newsman who lives the same day over and over again. After exhausting other options, he chooses self-improvement and eventually escapes ...

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  • Sep 2

    Weekly Market Commentary

    About this time last year, Time Magazine reported on anxiety in America. Almost 40 percent of Americans reported being more anxious than they were the previous year.

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  • Aug 26

    Weekly Market Commentary

    Have you ever watched a lake in a thunderstorm? Heavy rain pummels the surface. Dark clouds drop the sky closer to the water. Gusty winds crash waves ashore. ...

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  • Aug 22

    Yield Curve Inversion

    Does the Yield Curve Inversion Mean a Recession is on the Way? Maybe, but while the yield curve inversion has historically been a harbinger of a recession, the ...

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  • Aug 19

    Weekly Market Commentary

    Last week was the 40th anniversary of BusinessWeek’s infamous cover headline: ‘The Death of Equities: How inflation is destroying the stock market.’ The publication’s current ...

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  • Aug 5

    Weekly Market Commentary

    The Federal Open Market Committee completed what it called ‘a mid-cycle adjustment’ with a quarter-point rate cut last week. Some investors were unhappy when Fed officials ...

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  • Jul 29

    Weekly Market Commentary

    It has been said there are two sides to every story. Just look at world financial markets. Stock markets and bond markets are telling very different stories. In ...

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  • Jul 22

    Weekly Market Commentary

    The U.S. Federal Reserve has a reputation for providing little transparency about the timing and direction of potential rate changes. That reputation was challenged last week.

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  • Jul 17

    Quarterly Market Commentary

    Second Quarter 2019 Key Takeaways The first half of 2019 saw robust gains across most asset classes, but it certainly wasn’t a smooth ride. Global stock markets got a ...

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  • Jul 15
  • Jul 8

    Weekly Market Commentary

    What will the Federal Reserve do now? There was unexpected economic news last week. On Friday, the Bureau of Labor Statistics announced 224,000 new jobs were added in June, ...

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  • Jul 1

    Weekly Market Commentary

    In the infamous words of Mortimer Snerd, “Who’d a thunk it?” After U.S. stocks dropped sharply during the last weeks of December 2018, investors were not optimistic ...

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  • Jun 26

    US-China Trade War Update

    On May 30th, New York Magazine published a chat between business writer Josh Barro and Benjamin Hart1. In discussing recession questions and trade wars Barro argued, with respect ...

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  • Jun 24

    Weekly Market Commentary

    Everything went up – and that’s unusual. Randall Forsyth of Barron’s explained, “Like our major political parties, the stock and bond markets seem to live in two ...

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  • Apr 15
  • Mar 27
  • Mar 20
  • Jan 16

    Quarterly Market Commentary

    Fourth Quarter 2018 Key Takeaways What stands out about 2018 is the breadth of negative returns across almost every asset class and financial market. It was a very challenging year ...

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  • Dec 31

    Four Pressing Questions

    Volatility has been on the rise in financial markets this year, and December seems to be unfolding as potentially the worst month of 2018 for stock market volatility.

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  • Dec 4
  • Nov 12

    2018 Election Aftermath

    The 2018 Midterm elections have come and gone, this time with a minimum of surprises. Republicans gained a little more in the Senate than expected, while Democrats gained a ...

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  • Oct 31
  • Oct 10
  • Oct 3
  • Sep 5
  • Aug 29
  • Aug 16
  • Jul 13

    Quarterly Market Commentary

    Second Quarter 2018 Key Takeaways US stocks rose to the top of asset class performance charts with solid returns in the second quarter. Larger-cap US stocks gained 3.4%, but were ...

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