Market Commentaries

  • Last Week’s Markets in Review: Including Fixed Income Allocations in Portfolio Strategies

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    Many may recall, or even still hear, rally cries to abandon fixed-income investments, suggesting that the actions taken by the world's major central banks to artificially maintain historically low interest rates has made the asset class uninvestable.... Read More

  • Last Week’s Markets in Review: Economic Data Suggests More Growth is Ahead in 2021

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    Starting with Gross Domestic Product (GDP), in the first reading for 4Q20 we saw a second consecutive quarter of economic expansion. The reported 4% growth rate came in just below consensus estimates of 4.2%.... Read More

  • Last Week’s Markets in Review: Will Earnings Again Surprise to the Upside?

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    Last week the three major U.S. stock market indexes, the S&P 500, Dow Jones Industrial Average, and NASDAQ Composite, all reached new record highs before a risk-off tone set in on Friday.... Read More

  • Last Week’s Markets in Review: Considering Developed International Stocks for 2021?

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    In economic news, initial jobless claims once again surprised to the upside with 965,000 people filing new unemployment claims, compared to the 790,000 that had been expected to file.... Read More

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

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    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. ... Read More

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

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    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. ... Read More

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

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    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.... Read More

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

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    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. ... Read More

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