Insights

Read about the latest thinking from our portfolio managers pertaining to our business.

Weekly Market Update – February 20, 2024

Taylor Champion

Feb 202 min read

Weekly Market Update – February 20, 2024

Get your Weekly Market Update and find out about upcoming events and news – February 20, 2024- from chesleytaft.com

Weekly Market Update – February 12, 2024

Taylor Champion

Feb 122 min read

Weekly Market Update – February 12, 2024

Get your Weekly Market Update and find out about upcoming events and news – February 12, 2024- from chesleytaft.com

Taylor Champion

Feb 52 min read

Weekly Market Update – February 5, 2024

Get your Weekly Market Update and find out about upcoming events and news – February 5, 2024- from chesleytaft.com

Taylor Champion

Jan 292 min read

Weekly Market Update – January 29, 2024

Get your Weekly Market Update and find out about upcoming events and news – January 29, 2024- from chesleytaft.com

Taylor Champion

Jan 222 min read

Weekly Market Update – January 22, 2024

Get your Weekly Market Update and find out about upcoming events and news – January 22, 2024- from chesleytaft.com

Taylor Champion

Jan 162 min read

Weekly Market Update – January 16, 2024

Get your Weekly Market Update and find out about upcoming events and news – January 16, 2024- from chesleytaft.com

Taylor Champion

Jan 82 min read

Weekly Market Update – January 8, 2024

Get your Weekly Market Update and find out about upcoming events and news – January 8, 2024- from chesleytaft.com

William A. Goldstein

Jan 82 min read

“I Don’t Know”

2023 defied predictions with S&P 500 up 13.9%. Our focus remains on long-term investing in quality stocks, not market forecasts.

2023 Year in Review and 2024 Market Outlook

Brian Zavalkoff

Jan 45 min read

2023 Year in Review and 2024 Market Outlook

2023 saw a remarkable recovery with S&P 500 up 26.3%! Optimistic about 2024, expecting solid gains in equities and bonds.

Taylor Champion

Jan 22 min read

Weekly Market Update – January 2, 2024

Get your Weekly Market Update and find out about upcoming events and news – January 2, 2024- from chesleytaft.com

Weekly Market Update – December 26, 2023

Taylor Champion

Dec 26, 20232 min read

Weekly Market Update – December 26, 2023

Get your Weekly Market Update and find out about upcoming events and news – December 26, 2023- from chesleytaft.com

Weekly Market Update – December 18, 2023

Taylor Champion

Dec 18, 20232 min read

Weekly Market Update – December 18, 2023

Get your Weekly Market Update and find out about upcoming events and news – December 18, 2024- from chesleytaft.com

Weekly Market Update – December 11, 2023

Taylor Champion

Dec 11, 20232 min read

Weekly Market Update – December 11, 2023

Get your Weekly Market Update and find out about upcoming events and news – December 11, 2023- from chesleytaft.com

Taylor Champion

Dec 4, 20232 min read

Weekly Market Update – December 4, 2023

Get your Weekly Market Update and find out about upcoming events and news – December 4, 2023- from chesleytaft.com

Weekly Market Update – November 20, 2023

Taylor Champion

Nov 20, 20232 min read

Weekly Market Update – November 20, 2023

Get your Weekly Market Update and find out about upcoming events and news – November 20, 2023- from chesleytaft.com

William A. Goldstein

Oct 6, 20231 min read

Inflation and Interest Rates

Inflation cools to 3.9% in Q3, but the Fed keeps rates high. S&P down 3.27%. We're ready to navigate this volatility!

William A. Goldstein

Jul 14, 20231 min read

The Fed vs. Inflation

The Fed's interest rate hikes aim to combat inflation. While the S&P 500 rose 16.9%, we're focused on disciplined investing.

Good was Bad, Bad was Good, The Consensus was Wrong

William A. Goldstein

Apr 5, 20231 min read

Good was Bad, Bad was Good, The Consensus was Wrong

Q1 2023 was unpredictable: Good news spurred market drops, bad news rallied stocks. S&P up 7%! We stick to long-term investing.

2022 Year in Review and 2023 Market Outlook

Brian Zavalkoff

Jan 9, 20238 min read

2022 Year in Review and 2023 Market Outlook

2022 surprised us with inflation and Fed rate hikes, leading to market corrections. But optimism remains for a recovery in 2023!

William A. Goldstein

Jan 8, 20231 min read

Opportunity Doesn’t Knock

The S&P 500 fell 18% amid rising uncertainties. Remember, market lows often signal future gains. Stay confident in your strategy!