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  • Top 10 Investment Themes for 2021

    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. ...

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  • Remaining 2020 Market Outlook – Leading up to Election Day and Beyond

    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. ...

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  • Learning from the Ups and Downs of the Stock Market

    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. ...

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  • Keeping Perspective

    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. ...

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Market Commentaries

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  • Last Week’s Markets in Review: New Year, New Opportunities

    We recently flipped the calendar to a new year, however, 2021 has yet to offer a different tone than the chaotic year that was 2020. What it will offer, in our opinion, is new growth and potential income opportunities for investors to consider. We will highlight a few of those opportunities in this week’s update. ...

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  • Last Week’s Markets in Review: Considering Small-Cap Stocks for 2021?

    As we leave 2020 thankfully behind and enter the New Year, a growing number of market prognosticators are calling for a rotation from U.S large-cap stocks to U.S. small-cap stocks. This view has only been reinforced by the convincing rally seen in U.S. small-cap stocks over the last few months. ...

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  • Last Week’s Markets in Review: Additional Stimulus On The Way

    We've nearly made it to the end of 2020, and what a year it has been. While we initially pegged 2020 as a year where investors would hone in on company earnings, the economy, and news related to the elections to help determine market direction, that was swiftly upended by the COVID-19 pandemic....

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  • Last Week’s Markets in Review: Understanding Preferred Stocks and Value Stocks

    It’s no secret that U.S. Large Cap Growth stocks captured the hearts and minds of investors in 2020. Even the most casual market participant can tell you that the Growth style led the rest of the stock market out of the doldrums in March and has outpaced nearly all other styles since. ...

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