Categories
Uncategorized

A Tale of Two Economies | Weekly Market Commentary | November 11, 2019

We expect a strong U.S. labor market and solid consumer spending to fend off a recessionary environment.
Categories
Uncategorized

Market Rally Continues | Weekly Market Performance | November 11, 2019

U.S. stocks rallied for the fifth consecutive week, notching new record highs along the way.
Categories
Uncategorized

Reaching New Highs | Client Letter | November 7, 2019

Stocks have hit new highs, and we see several reasons this bull market could continue to deliver more highs.
Categories
Uncategorized

Best Six Months of the Year | Weekly Market Commentary | November 4, 2019

The S&P 500 Index reached a fresh new high October 28, eclipsing the previous high of 3,025 set July 26, 2019.
Categories
Uncategorized

New Highs Finally | Weekly Market Performance | November 1, 2019

U.S. stocks finally reached new highs in their fourth straight week of gains.
Categories
Uncategorized

Market Tricks and Treats | Weekly Market Commentary | October 28, 2019

In the spirit of Halloween, we discuss some of the tricks and treats that might spook the
markets between now and year-end.
Categories
Uncategorized

S&P 500 Brushes Record High | Weekly Market Performance | October 25, 2019

U.S. stocks gained for a third straight week, and the S&P 500 Index brushed record highs.
Categories
Uncategorized

Seasonal (Tail)winds | Weekly Market Commentary | October 21, 2019

The stock market has started October on a bumpy path. Many global issues remain unresolved, but seasonal forces, sound fundamentals, and breakthroughs on the trade and geopolitical1 fronts could help sustain the S&P 500 Index at record highs. Volatility can be uncomfortable, but we remain confident enough in domestic fundamentals that we would recommend suitable investors use any potential pullbacks to consider buying or rebalancing equity positions
Categories
Uncategorized

Another Run at Record Highs | Weekly Market Performance | October 18, 2019

U.S. stocks gained this week, making another run at all-time highs as investors watched global developments, and third quarter earnings season kicked off.
Categories
Uncategorized

Portfolio Compass | October 16, 2019

We have maintained our S&P 500 Index year-end fair value target of 3,000, even as the index hovers near that level following recent progress on U.S.-China trade discussions.