January 2022 Market Update

January 2022 Market Update

We are closely monitoring the current market volatility, much of which occurred after the recording of our market update. Here are some of our most up to date thoughts on recent events: ·  Concerns over inflation and changing Federal Reserve policy have been the main driver of market volatility. Higher interest rates have a greater…

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2022 Outlook & Investment Strategy

2022 Outlook & Investment Strategy

We are closely monitoring the current market volatility, much of which occurred after the recording of our market update. Here are some of our most up to date thoughts on recent events: Concerns over inflation and changing Federal Reserve policy have been the main driver of market volatility. Higher interest rates have a greater impact…

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October Market Update

October 2021 Market Update

We are encouraged by positive COVID-19 data domestically and abroad. The Fed will likely begin to slowly pull back on some of their accommodative policy later this year, but this will not create overly tight conditions. This move should help slow down the rate of inflation, but supply chain congestion and rising wages will continue…

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September Market Update

September Market Update

We remain positive in our outlook for the economy, but we could continue to see the Delta variant impact future economic data. Despite this headwind, corporate earnings have been strong and profit margins near all-time highs. The Federal Reserve is likely to announce plans to begin a slow reversal of its accommodative policy stance, but…

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August Market Update

August Market Update

We remain optimistic about the future prospects for equity markets. Additionally, corporate earnings have been extremely strong, strong enough to make domestic equity valuations look more attractive. Recent gains in the labor market have been robust, but continued momentum will be necessary before the Fed begins to slowly step back from its current accommodative policy.…

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July Market Update

July Market Update

The separation between countries that have been able to successfully vaccinate large portions of their populations and those that have not, continues to be a key factor in the global economic rebound. The key points for July’s market update are: The economic reopening and recovery are in full force. We believe the government spending and low interest…

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June Market Update

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We are continuing to closely watch as the economy re-opens and things continue to return to normal. The key points for June’s market update are: We are confident earnings will continue to rise significantly given the strength of the economy, and that valuations will gradually return to more reasonable levels. Earnings continue to rise and with…

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May 2021 Market Update

Market Update

We are continuing to closely watch as the economy re-opens and things are beginning to return to normal. The key points for May’s market update are: Our positioning continues to favor a return to normalcy and economic expansion that is beneficial to value stocks. Our equity strategies continue to become less concentrated in growth stocks, and…

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April 2021 Market Update

Market Update

We are watching closely as the economy continues to re-open and things are beginning to return to normal. The key points for April’s market update are: We believe this is one of the strongest economic rebuilds in history Supply chain redistribution + fast-paced recovery = a temporary surge in inflation Rate will begin to rise in anticipation…

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March 2021 Market Update

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The mandated economic shutdown across many countries has proven beneficial in slowing the spread of COVID-19. We now turn our attention to the opportunities that lie ahead, and the risks of an infection resurgence as economies return to normal. Watch our most recent market update to learn more about how we see this reflected in…

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