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Insights
Read about the latest thinking from our portfolio managers pertaining to our business.
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William A. Goldstein
Oct 10, 20221 min read
Tackling Inflation
U.S. inflation exceeds 8%! Fed raises rates by 0.75% again, but patience and investment in essentials can hedge against inflation.
William A. Goldstein
Jul 7, 20221 min read
A Cloudy Crystal Ball, But…..
Stocks fell 20% in 2022 amid rising inflation and interest rates. Patience may reward investors as market corrections create opportunities.
Brian Zavalkoff
Jul 5, 20222 min read
A First Half to (Not) Remember
The first half of 2022 saw the worst equity performance since 1970, with rising inflation and interest rates prompting recession fears.
Joan Giardina
May 3, 20223 min read
Keep Calm and Carry On Redux
April was tough for investors, with inflation and global crises driving market declines. A recession could bring long-term benefits.
Brian Zavalkoff
May 2, 20224 min read
Caught in a Negative Feedback Cycle
In 2022, markets corrected with the S&P 500 down 12.9%. Rising inflation and Fed rate hikes raise recession odds, but valuations improve.
William A. Goldstein
Apr 5, 20221 min read
What Do I Own?
Q1 2022 saw record volatility from inflation, oil prices, the Ukraine invasion, and rising rates. Quality companies are key to resilience.
Brian Zavalkoff
Jan 20, 20221 min read
Quick Market Update - 1/19/22
Get your Weekly Market Update and find out about upcoming events and news – January 19, 2022- from chesleytaft.com
William A. Goldstein
Jan 6, 20221 min read
2021 A Year of Risk
Despite challenges, the S&P 500 rises as patient investors focus on quality stocks; optimism prevails for 2022!
Brian Zavalkoff
Jan 4, 20227 min read
2021 Year in Review and 2022 Market Outlook
2021 saw strong earnings growth, pushing the S&P 500 up 28.7%. What’s in store for 2022? Moderation with robust economic indicators!
William A. Goldstein
Oct 7, 20211 min read
Uncertainty Breeds Volatility
Despite market volatility, S&P 500 up 16% YTD. Focus remains on investing in quality companies with strong fundamentals.
Brian Zavalkoff
Sep 14, 20212 min read
Has the year-to-date increase in the S&P 500 been irrational?
S&P 500's rise matches earnings growth, reflecting a rational market trend despite concerns about jobs and inflation.
William A. Goldstein
Jul 8, 20211 min read
The Stock Market is A Leading Indicator
Stock market rise aligns with earnings growth; skepticism proven wrong as 2021 forecast exceeds expectations.
Joan Giardina
Apr 21, 20213 min read
"Keep Calm and Carry On" #9
Market faces inflation fears amid economic recovery. Strong growth boosts optimism, but challenges remain.
William A. Goldstein
Apr 5, 20212 min read
Inflation?
Rising inflation fears as U.S. economy strengthens. Fed aims to keep rates low, but market volatility may increase.
William A. Goldstein
Jan 11, 20212 min read
The Big Questions
Economic optimism for 2021: vaccine rollout, stimulus, low rates. Growth stocks lead, but value stocks may gain soon.
Brian Zavalkoff
Jan 4, 20215 min read
2020 Year in Review and 2021 Market Outlook
2020 recap: Markets rebounded strongly despite the pandemic. 2021 outlook sees growth in U.S. equities, earnings, and economic recovery.
Joan Giardina
Dec 19, 20203 min read
“Keep Calm and Carry on” #8
Markets look ahead: Positives include stimulus support, low rates, and post-vaccine growth despite current economic struggles.
Joan Giardina
Sep 28, 20203 min read
“Keep Calm and Carry on” #7
While sectors like hospitality struggle, innovation thrives in tech and e-commerce. The economy's resilience prevails.
Joan Giardina
Jul 9, 20203 min read
“Keep Calm and Carry on” #6
The stock market reflects future potential, not past fears. Short-term losses can hide underlying growth in diverse sectors.
William A. Goldstein
Jul 7, 20201 min read
Second Quarter 2020 Review
Investors are shifting $5 trillion from money markets to stocks, chasing better returns as Covid-19 cases stabilize and recovery begins.
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