August Market Update

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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 2021 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

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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

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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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February 2021 Market Update

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As the economy continues to recover from the pandemic, driven by inoculations and expectations of a return to normalcy, inflation expectations have risen, confirmed by several underlying data points indicating risks to the upside. Watch the video to learn more!

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2021 Investment Outlook & Strategy

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Are you curious about how these 6 key factors play into reopening the economy? Watch the video below to view our full 2021 investment strategy and outlook video. The key factors that play into the reopening of the economy: The COVID-19 Vaccine Government Stimulus Low Interest Rates Potential Earnings Growth Higher Inflation Market Sector Rotation…

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November 2020 Market Update

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While we may not have a declared winner to the 2020 Presidential contest as of November 4th, we have the needed information to begin positioning our portfolios for the year to come. As of this writing, it appears congress will remain divided, with Republicans retaining control of the Senate. This may prove to be a…

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September 2020 Market Update

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This year has been a wild ride, with all-time high levels seen in the stock market earlier in the year. This was followed by a market correction with a quick recovery due to COVID-19 and new market highs all before the fall. The long-term economic picture remains favorable to bring the US back to full…

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