Yearly Archives: 2020
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Last Week’s Markets in Review: Additional Stimulus On The Way
12-28-2020We'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
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Last Week’s Markets in Review: Understanding Preferred Stocks and Value Stocks
12-21-2020It’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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Last Week’s Markets in Review: Consumers Remain Resilient
12-14-2020we find ourselves in a unique situation where consumer balance sheets appear relatively healthy compared to historical averages based on certain metrics. U.S. household debt compared to disposable income has dropped to levels not seen since the 1990s. ... Read More
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Last Week’s Markets in Review: Forward Expectations Push Stocks to New Highs
12-07-2020On the economic data front, investors watched jobless claims figures closely to see if the last two weeks' troubling pattern of rising claims would persist. Fortunately, the trend reversed course as 712,000 filed new unemployment claims, well below the 780,000 that had been expected ... Read More
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Last Week’s Markets in Review: What Does Recent Economic Data Tell Investors?
11-30-2020Investors gave thanks during the Thanksgiving holiday week as equities rose across the globe. In the U.S., the S&P 500 Index rose to a level of 3,638, representing a gain of 2.30%, while the Russell Midcap Index moved 2.60% higher last week. Meanwhile, the Russell 2000 Index, a measure of the Nation's smallest publicly traded firms, increased 3.94% over the week. ... Read More
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Last Week’s Markets in Review: Vaccine News Moves Equity Markets
11-23-2020Investors were once again reminded of the power of “time in the market” on Monday morning as equity markets rallied on the news that early indications pointed to a 94.5% efficacy rate for Moderna’s COVID-19 vaccine ... Read More
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Last Week’s Markets in Review: Incorporating Growth and Value Stocks into Portfolio Strategies
11-16-2020The biggest news last week came out of the healthcare sector as Pfizer and BioNTech announced results from a late-stage COVID-19 vaccine study that revealed a 90% efficacy rate in preventing the virus. ... Read More
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Last Week’s Markets in Review: Are Investors Concerned with Elections?
11-09-2020The current unresolved state of U.S. elections and the performance of most major capital markets since election results began to trickle in should again serve as a reminder of the power of "time in the market" and the potential perils of trying to "time the market." ... Read More