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.
Let your clients know about the 10-year bull market and its potential for lasting even longer with this client letter.
The February client letter discusses positive developments in the economy and markets in January.
Our January Client Letter discusses the emotional toll of a challenging market environment, while reinforcing our confidence in the fundamentals supporting the economy and markets.
Client letter sharing perspective and discussing guidance from Outlook 2019.