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  • 4th of July 2017

    Happy Fourth of July!

    What It Means to Be an American To believe in the promise of a better tomorrow, and stand united in our efforts to give a peaceful nation to our children......

    07-04-2017     |   READ POST
  • equities

    Can a Macron Victory Lead to an Upswing in European Stocks?

    Despite much uncertainty in the minds of many investors with respect to the path of interest rate hikes in the U.S., the ultimate impact of Brexit on England, Europe and the rest of the global economy and the outcome of the upcoming presidential election in the U.S., one thing remains certain thus far in 2016 – market leadership continues to change and evolve. ...

    05-09-2017     |   READ POST
  • investment

    Top Investment Ideas for the Remainder of 2017

    Despite much uncertainty in the minds of many investors with respect to the path of interest rate hikes in the U.S., the ultimate impact of Brexit on England, Europe and the rest of the global economy and the outcome of the upcoming presidential election in the U.S., one thing remains certain thus far in 2016 – market leadership continues to change and evolve. ...

    04-24-2017     |   READ POST
  • equities

    Is the Tide Now Shifting Toward International Equities?

    Despite much uncertainty in the minds of many investors with respect to the path of interest rate hikes in the U.S., the ultimate impact of Brexit on England, Europe and the rest of the global economy and the outcome of the upcoming presidential election in the U.S., one thing remains certain thus far in 2016 – market leadership continues to change and evolve. ...

    03-22-2017     |   READ POST

Market Commentaries

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  • Risk Off Mode Hits Markets

    A war of words between U.S. President Donald Trump and North Korean Leader Kim Jung Un caused stock markets around the world to sell off last week while bonds and gold rallied. The S&P 500 Index fell 1.4%, the Russell Midcap Index fell 1.9%, and the Russell 2000 Index declined 2.7% last week. ...

    08-15-2017     |   READ POST

  • International Stocks Finish another Week of Out-performance

    U.S. Large cap stocks finished with minor gains last week while Mid and Small cap stocks fell in value. The S&P 500 Index ended the week with a 0.2% gain while the Russell Midcap Index fell 0.4% and the Russell 2000 Index dropped 1.2%. In a move counter to our note last week, value stocks outperformed growth stocks across all capitalizations. ...

    08-08-2017     |   READ POST

  • Oil Surges while Stocks Finish Flat

    U.S. equities, as measured by the S&P 500 Index, finished flat last week as the tailwind of higher oil prices was offset by a selloff in the Technology sector. Smaller U.S. companies faced the brunt of selling pressure with the Russell Midcap Index declining 0.2% during the week and the Russell 2000 Index falling 0.4%. ...

    08-01-2017     |   READ POST

  • Stocks Reach All-Time Highs…Again

    Stocks and bonds both rose in price last week reaching fresh all-time highs as earnings releases surprised to the upside and the European Central Bank (ECB) issued dovish guidance. Domestically, the S&P 500 Index gained 0.6% while the Russell Midcap and Russell 2000 Indexes each advanced 0.5%. ...

    07-25-2017     |   READ POST