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.

The $35 Trillion Wealth Transfer

The mother of all wealth transfers is coming. Baby Boomer heirs listen up: it’s not quite as soon as they are saying and not quite as much...

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.

Week In Perspective: Value Stocks Lead [08-Oct-21]

The S&P 500 advanced 0.8% this week, overcoming a tough Monday session, as investors bought the dip and breathed a sigh of relief that a debt-ceiling agreement was reached in the Senate.

Your Tax Brief…What’s the Latest?

Capitol Hill is producing more drama than Hollywood. We've got bold statements, ultimatums, cliff-hangers, and confusing sequels.

Third Quarter 2021 Market Review and Commentary

Please find below our quarterly market review and commentary for the 3rd quarter 2021. We hope you find it helpful. Let us know if you have any questions.

Week In Perspective: Tough Week for Stocks [01-Oct-21]

Selling momentum returned to the stock market this week amid a host of concerns, including rising rates and valuations, which saw all major indices fall.

Will Inflation Kill Stock Returns?

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.

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 bad so far.

Week In Perspective: S&P 500 Closes Lower Despite Good Data [17-Sep-21]

The S&P 500 (-0.6%), Nasdaq Composite (-0.5%), and Dow Jones Industrial Average (-0.1%) ended the week with modest declines, while the small-cap Russell outperformed with a 0.4% gain.

Don’t Let the Tax Tail Wag the Dog

There are perhaps no two topics as controversial as deficits and taxes. Differences in political and social opinions on these issues are almost guaranteed to lead to heated discussions, even among otherwise calm individuals.

Week In Perspective: Sellers Take Over in Shortened Week [10-Sept-21]

The stock market had a tough four-day week, with the S&P 500 losing 1.7% and closing lower in each session as buyers appeared exhausted.

Don’t Fear the “Taper”

Markets are increasingly concerned about tighter monetary policy by the Fed and its impact on valuations, interest rates and more. Don't fear it.

Week In Perspective: Nasdaq Stands Out in Quiet Week [3-Sept-21]

The stock market started September on a quiet note after an equally quiet finish to August. The S&P 500 added 0.6% for the week while the Nasdaq outperformed, gaining 1.6%. The Dow lagged throughout the week, shedding 0.2%.

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Monthly Market Update: Rising Treasury Yields Cause Stocks & Bonds to Trade Lower

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