Market Commentary: 3Q 2021

The US Economy:  Will it be too hot, too cold, or just right? At first glance, the information we consider in evaluating whether the economy will be “too hot, too cold, or just right” appears to be confusing.  Depending on what data you focus on,...

2021 Q2 ISG Panel – ESG, Socially Responsible, and Impact Investing

What is the difference between ESG, socially responsible, and impact investing? This question and may more were answered during last week’s webinar. Members of our Investment Strategy Group, Howard Coleman, Hans Krippaehne, Chris Chung, and Nina Rose, gathered to discuss all things ESG. They also...

Market Commentary: ALL ABOARD!

April 12, 2021 THE US ECONOMY What a difference a year makes.  After some glitches early on, the vaccine roll-out in the United States appears to be going well, especially when compared to the roll-out in the great majority of other countries.  As the US...

Market Commentary: A Year Like No Other

January 19, 2021 First, and most importantly, we hope you are safe and doing well, and we look forward to being able to see many of you in person in 2021. Since March, financial markets and the global economy have been dominated by the spread...

3Q 2020 Market Commentary

October 19, 2020 If, on December 31, 2019, we were told that the total return on the S&P 500 for the first three quarters of 2020 would be 5.57% (which is what it was), many would have concluded that 2020 would be a relatively normal/uneventful...

A Stalling Recovery?

July 28, 2020 After the S&P 500’s downturn, culminating on March 23rd, it rallied 43.36% reaching its post-COVID high on June 5th. Since that time, the index has been essentially flat.

The Stock Market and the Economic Recovery

June 08, 2020 Ending on June 3rd, the S&P 500 had the biggest 50-day rally in its history, gaining 37.7% over that period, and the NASDAQ Composite Index set a new all-time high on June 7th. As of the date of this letter, every stock...

State of Affairs – Our Perspective

Most likely you are asking the same question we are. What is going on in Washington? And how and when does it end? We clearly have an acrimonious situation in Congress that has caused a government shutdown.  Coupled with the looming debt ceiling deadline of...

The 3rd Quarter Winds Down

September 2013 marks the five-year anniversary of the financial market collapse in 2008; we have certainly come a long way in those five years. With the S&P 500 and the Dow eclipsing all-time highs and interest rates having stayed low for the longest stretch in...

Consider Dividend-Paying Stocks

In this low interest rate environment, income-minded investors, who have some tolerance for risk may find dividend-paying stocks attractive.  In fact, nearly 40% of S&P 500 companies have dividend yields above the 10-year US Treasury bond yield. The appeal of dividend-paying stocks is easy to...