Market Commentary

A Take on ESG Investing

When it comes to our industry, there are so many acronyms it is easy to get lost! Lately, there is one you may have heard that is sweeping fund companies by storm, earning both endorsements and critiques from some big players: ESG investing. Continue reading

Navigating Growing Concerns in Q4 2021

As we begin the final quarter of 2021, the economy is shifting from a recovery phase to a sustained expansion. Investor sentiment has shifted alongside this, swinging from bullishness to bearishness. Continue reading

Will Inflation Kill Stock Returns?

You may be wondering whether stock returns will suffer if inflation keeps rising. Here’s some good news: Inflation usually is not bad news for stocks. Continue reading

Investors Are Anxious

Investors are often conflicted about record-high stock prices. They are pleased to see their existing equity holdings gain in value but apprehensive that higher prices somehow foreshadow a dramatic downturn in the future. Continue reading

Stocks Suck in September

Stocks suck in September. Ok, maybe not 100% of the time, but generally speaking September is the worst month for stocks. And this one is unusually bad so far. Continue reading