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  • calm

    Is This the Calm Before the Storm?

    The third quarter started with rapid gains in the prices of stocks as concerns over Brexit faded. Following the 3.7% gain during the month of July, stock prices settled into a lull, moving no more than 1% for over 40 trading days....

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  • labor

    Happy Labor Day!

    Labor Day weekend marks the unofficial end of summer. However you chose to spend the holiday weekend, we hope you enjoyed your time with family and friends....

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  • investment

    Investment Themes to Consider for the Remainder of 2016

    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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  • election

    How Will this Election Affect the Stock Market?

    With the national political party conventions now behind us, many investors and financial advisors have been asking us for our prediction on whom we believe will likely occupy the Oval Office for the next four (and possibly eight) years and the likely impact on the economy and stock market of such a victory. ...

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Market Commentaries

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  • Positive Data Helps Stocks Move Modestly Higher

    U.S. Stocks rose 0.4% last week as both earnings announcements and economic data releases painted a relatively optimistic picture of the U.S. economy and corporate profitability. On the international front, developed markets rose 0.5% despite the European Central Bank (ECB) leaving monetary policy unchanged and, for the time being, not adjusting their asset purchase program. ...

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  • Fluctuations Foreshadow a Likely Volatile Fourth Quarter

    Stocks and bonds moved in sync last week, falling in value nearly across the board with the exception of the Utility, Real Estate and Telecom sectors of the stock market and the High Yield sector of the U.S. bond market. ...

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  • Preparing for Volatility

    The S&P 500 Index dropped 0.6% last week, while on the international front developed markets fell 0.8% and emerging markets gained 1.3%. Economic data continues to suggest that the economy is expanding at a moderate pace, firming the argument for an interest rate hike before year-end and pushing the yield on the 10 Year U.S. Treasury up to 1.73% from 1.60% last week....

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  • A Relatively Quiet but Profitable Third Quarter

    U.S. stocks gained 0.2% last week, developed international markets declined 0.65%, and emerging markets fell 1.5%. Headlines were dominated by a potential OPEC deal which propelled oil prices 7.7% higher, closing the week at $48.24 for a barrel of WTI Crude. ...

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