Happy Holidays! 2020 has certainly been a year for the books! A six month long recession, net market gains of approximately 4.5% (Dow Jones Industrial Average as of time of writing), a global pandemic, and an election. I hope all of you reading this have fared well through this. All of us have been affected […]
Black Lives Matter I don’t think that I have anything original or unique to say. Until everyone is equal, none of us are equal. For those that know me, you know that I’ve always been a strong proponent for equality for everyone – regardless of race, religion, sexual orientation or gender. I will continue to […]
Stocks have hit new highs, and we see several reasons this bull market could continue to deliver more highs.
October historically has been a volatile month but also the third strongest month of the year for the S&P 500 Index
Fundamentals of the U.S. economy remain solid even as trade uncertainty weighs on investor sentiment.
The Fed cut interest rates even though the economy is still growing, albeit slowly.
Trade tensions and market volatility couldn’t stop the United States’ record-setting economic expansion.
Our June letter discusses the U.S.-China trade dispute, tariffs on Mexican imports, and the possible effects on financial markets. It also explains
why we think the S&P 500 may hit new highs later this year.
May’s client letter extols the market’s strong start to 2019 and suggests keeping an eye on market fundamentals.
Our April letter comments on the S&P 500 Index’s strong first quarter and steady but slower GDP growth.