Markets Hit a Rough Patch

As it often does, the stock market has hit a rough patch due to concerns around the delta variant, economic growth, interest rates and more.

Week In Perspective: Treasury Market Disrupts Stocks [16-Jul-21]

The week started with the S&P 500 (-1.0%), Nasdaq Composite (-1.9%), and Dow Jones Industrial Average (-0.5%) closing at record highs, but that's about as good as it got. They each finished lower as the market turned defensive while the real loser was the Russell 2000 (-5.1%) with a 5% decline.

Week in Perspective: Small Gains [9-July-21]

The S&P 500 (+0.4%), Dow Jones Industrial Average (+0.2%), and Nasdaq Composite (+0.4%) eked out small gains and ended the week in record territory. The small-cap Russell 2000 struggled this week and declined 1.1%.

Yes, Diversification is Your Friend

You have heard us say it time and again. One of the keys to long-term investing success is (cue the drum roll) … diversification!!

5 Things to Watch in the Second Half of 2021

2021 has been a historic year for the economy and stock market. Economic activity is recovering at a once-in-a-lifetime pace as businesses expand and consumers spend.

Quarterly Market Review and Commentary – July 2021

Please find below our quarterly market review and commentary for the 2nd quarter of 2021. This is a new format - we hope you find it helpful.

A Tale of Two Infrastructure Deals

After weeks of grandstanding, posturing, and wrangling, it looks like a bipartisan infrastructure deal that both parties can live with is in the works.

Week in Perspective: New Highs [25-June-21]

Each of the major indices bounced back from last week's losses and rose more than 2.0% this week, showcasing that the buy-the-dip strategy was still alive and well.

The Markets Mildly Adjust

As many have been anticipating, the Fed has moved up the timeline for its first post-pandemic rate hike. Much has changed since the Fed cut rates to zero and began expanding its balance sheet in early 2020.

Week In Perspective: Reflation Narrative Repriced [18-Jun-21]

The S&P 500 (-1.9%) and Nasdaq Composite (-0.3%) started the week at record highs, but the benchmark index ended the week down 2% as value/cyclical stocks sold off after the Fed's policy meeting.

All-Time Highs Both Worry and Excite

Last week, the S&P 500 reached another new all-time high while the NASDAQ and Dow Jones Industrial Average each finished within one percent of record levels.

Week In Perspective: All-Time Highs [11-Jun-21]

Monday to Wednesday was a tease for market participants in that the S&P 500 narrowly missed out on an all-time closing high in every session.

The Fed Tapering?

Just as it has across history, the Federal Reserve played a central role in the crisis and recovery of the past 18 months.

Week In Perspective: June Starts Strong [04-Jun-21]

The stock market ended the first week of June on a higher note with the Dow, S&P 500, and Nasdaq advancing a respective 0.7%, 0.6%, and 0.5%.

It’s Been a Pretty Good Year

For some, it may feel as if financial markets are more uncertain than ever. But, you have to admit it's been a pretty good year for investors.

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