Market Commentary
Our latest market observations and research.
Navigating Volatility in 2025
You can watch the entire 5+ minute video by clicking the play button below or keep reading for the executive summary.As we move into March, market volatility has taken center stage, raising questions and concerns among investors. Recent fluctuations have been driven...
2024: ANOTHER STRONG YEAR – WHAT’S AHEAD?
Congratulations! Your investment portfolio generated strong gains with relatively low volatility throughout most of 2024. However, an unusually weak December puts a damper on things and raises concerns for the New Year. Naturally, after two solid years of market...
Navigating Inflation & Volatility: Mid-Year 2024 Market Outlook
You can watch the entire 90-minute event by clicking the play button below or keep reading for the executive summary.This client event focuses on our mid-year financial market outlook. Our intention is to keep you informed and answer any questions that you may have....
The Pause That Refreshes
Since the market peak in late July, stocks suffered a sharp decline of roughly 8%. Recession worries, labor strikes, government shutdown talk, rising energy costs and higher interest rates are all taking a toll on investor emotions. Fear has begun to replace greed...
2023 Summer Client Event!
You can watch the entire 70-minute event by clicking the play button below or keep reading for the executive summary.Since our founding in 1977, we have successfully helped our clients navigate through many bull and bear markets – this includes periods of inflation,...
“It’s Only When the Tide Goes Out…”
Despite alarming news stories, our leading economic and market indicators are now pointing towards improving conditions and upside opportunities.Although stocks experienced a strong rally from October to early February, they struggled through the remainder of the...