Insights

Price Return Last Week S&P 500 +5.7% S&P Mid Cap   +2.8% Russell 2000  +1.8% MSCI EAFE +0.7% MSCI EM (3.9%) 10 Yr US Treasury Rate...

Price Return Last Week S&P 500 (9.1%) S&P Mid Cap   (9.1%) Russell 2000   (9.7%) MSCI EAFE (6.9%) MSCI EM (3.0%) 10 Yr US Treasury...

Nothing unnerves investors and markets more than uncertainty.  We have seen its effect on individual stocks and markets many times over...

Price Return Last Week S&P 500 (1.5%) S&P Mid Cap   (1.0%) Russell 2000   (1.6%) MSCI EAFE (1.0%) MSCI EM (0.9%) 10 Yr US Treasury...

Price Return Last Week S&P 500 (2.3%) S&P Mid Cap   (2.0%) Russell 2000   (1.5%) MSCI EAFE (1.2%) MSCI EM (0.8%) 10 Yr US Treasury...

Price Return Last Week S&P 500 (1.7%) S&P Mid Cap   (3.0%) Russell 2000   (3.7%) MSCI EAFE (0.2%) MSCI EM +2.0% 10 Yr US Treasury...

Price Return Last Week S&P 500 (0.2%) S&P Mid Cap   (1.0%) Russell 2000   (0.4%) MSCI EAFE +0.2% MSCI EM +1.4% 10 Yr US Treasury...

Given the recent announcement of 25% tariffs on Mexican and Canadian imports as well as additional 10% tariffs on Chinese imports, I...

Price Return Last Week S&P 500 (1.0%) S&P Mid Cap   (1.1%) Russell 2000   (0.9%) MSCI EAFE +0.8% MSCI EM +0.3% 10 Yr US Treasury...

Price Return Last Week S&P 500 +1.7% S&P Mid Cap   +1.1% Russell 2000  +1.4% MSCI EAFE +3.2% MSCI EM +1.9% 10 Yr US Treasury Rate...

Price Return Last Week S&P 500 +2.9% S&P Mid Cap   +4.5% Russell 2000  +4.0% MSCI EAFE +1.9% MSCI EM +1.2% 10 Yr US Treasury Rate...

Price Return Last Week S&P 500 (0.5%) S&P Mid Cap   +0.4% Russell 2000  +1.1% MSCI EAFE (0.9%) MSCI EM (0.9%) 10 Yr US Treasury...

The beginning of a new year typically comes with a barrage of stock market predictions and forecasts of interest rates.  Most of our...

2024 Year in Review   For the second straight year, U.S. equities produced stellar returns. The S&P 500 gained 25.0% in 2024, adding to...

Price Return Last Week S&P 500 +0.7% S&P Mid Cap   +0.5% Russell 2000  +0.1% MSCI EAFE +1.8% MSCI EM +1.0% 10 Yr US Treasury Rate –...

Price Return Last Week S&P 500 (2.0%) S&P Mid Cap   (4.7%) Russell 2000   (4.5%) MSCI EAFE (3.6%) MSCI EM (3.6%) 10 Yr US Treasury...

Price Return Last Week S&P 500 (0.6%) S&P Mid Cap   (1.6%) Russell 2000   (2.6%) MSCI EAFE (1.5%) MSCI EM +0.2% 10 Yr US Treasury...

Price Return Last Week S&P 500 +1.0% S&P Mid Cap   (1.02%) Russell 2000   (+1.1%) MSCI EAFE +1.7% MSCI EM +2.5% 10 Yr US Treasury...

Price Return Last Week S&P 500 +1.7% S&P Mid Cap   +4.2% Russell 2000  +4.5% MSCI EAFE 0.0% MSCI EM +0.2% 10 Yr US Treasury Rate –...

Price Return Last Week S&P 500 (2.1%) S&P Mid Cap   (2.7%) Russell 2000   (4.0%) MSCI EAFE (2.6%) MSCI EM (4.5%) 10 Yr US Treasury...