Thought Leadership By Our Team

The broad market notched another positive leg up in July with most major indices up for the month. As the equity market saw the treasury bond yield curve flatten, the financial sector took a breather, but the lower yield ..

Despite the major volatility during and following the global pandemic in 2019, the S&P 500 has not had a 5% correction or more since October 2019. This “boring” or “calm” market condition usually means a rising market and that has certainly been the case this year with the S&P 500 up 15.3% through June 30th.

Another month, another positive return for equity markets. A combination of good corporate earnings guidance, vaccination progress, lower market volatility, and strong economic data provided a tame treasury yield response and

APRIL EQUITY MARKETS: Equities posted another solid month of returns gaining strength from economic data that was both backward looking and forward looking as most public companies reported first quarter earnings in April and discussed favorable earnings outlooks.

MARCH EQUITY MARKETS: Equities were in favor in March with the economic rebound...

The Ever Given needed all the conditions to be right to free the stuck ship from the side of the Suez Canal, including the worm full moon. The same is true for the latest SPAC craze.

Following a year of economic instability, it appears that many of us are turning our attention to something that’s been around for decades, but has recently piqued national interest - inflation.

After a slow January, stocks made a strong recovery in February due to a number of macro events: progress on stimulus, continued low rate policy confirmation...

January was mostly a down month for financial markets as uncertainly about the new strains of virus and confusion/delays surrounding the COVID-19 vaccines became a major focus.

With the U.S. election behind us, a new stimulus package, and three vaccines racing to the public, we can paint a fundamentally better picture for the economies...

For many, 2020 was a year to forget. Isolated from friends and loved ones, cancelled weddings and other important events were just the “good” parts...

Equities embraced the clarity of the elections and vaccine news and rallied the entire month. November was certainly a “risk on” month with U.S. small...

With the year-end fast approaching, it is time to consider some strategic moves to reduce your 2020 tax bill. This year’s market activity makes it all the more important for clients and advisors to consider tax saving strategies. Where appropriate, realizing gains...

Biden wins Presidency and Congress remains split. Pfizer announced positive Phase 3 results for its COVID vaccine (11/9/2020) Markets...

President Trump tests positive for COVID-19. Chaotic Presidential debate witnessed by millions. Supreme Court Justice Ruth Bader...