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    Top 10 Investment Themes for 2018

    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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  • Financial Markets

    Are Consistent Economic Gains Now Starting to Catch-up to Stock Market Gains?

    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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  • Portfolio Management Ideas for Consideration 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. ...

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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......

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Market Commentaries

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  • An Up Move in Oil and Rates Alongside Stocks

    In a familiar tone, stocks rose again last week but the bigger story may be the rising price of oil and the tick up in interest rates that have accompanied this year’s stock rally. ...

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  • Stocks are off to a Strong Start in 2018

    Stocks started off 2018 firing on all cylinders and picking up where they left off in 2017. The S&P 500 Index gained 2.6% last week, the Russell Midcap Index gained 2% and the small cap focused Russell 2000 Index advanced 1.6%. ...

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  • Will the Strong Performance of 2017 Repeat in 2018?

    U.S. stocks finished the final week of the 2017 with a slight loss on low trading volume as many on Wall Street took the holiday shortened week off. The S&P 500 Index’s decline of 0.33% last week did little to detract from the +20% advance generated from 12 consecutive monthly gains. ...

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  • Stocks Gain Once Again as 2017 Winds Down

    Stocks generally gained last week as tax reform officially passed in the United States and traders readied for the low volume typically associated with the final week of the year. ...

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