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Insights
Read about the latest thinking from our portfolio managers pertaining to our business.
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Joan Giardina
May 11, 20203 min read
“Keep Calm and Carry on #5”
Markets stabilize despite tough economy; it's about future earnings, not present struggles. Small recovery signs bring hope.
Joan Giardina
Apr 15, 20202 min read
Keep Calm and Carry On #4
Market rebounds as optimism grows, but volatility remains. Recovery signs exist, yet uncertainty lingers over true economic impact.
William A. Goldstein
Apr 11, 20202 min read
Uncertainty
Uncertainty persists amid COVID-19, but history shows market recoveries follow clarity. Fed's stimulus aims to steady the path.
Joan Giardina
Mar 31, 20202 min read
Keep Calm and Carry On #3
Facing health and economic stress, we seek calm amid COVID-19. Lockdowns build a bridge to recovery; markets adapt to the 'new normal.
Joan Giardina
Mar 15, 20202 min read
Keep Calm and Carry On #2
COVID-19's impact has led to a bear market and likely recession. Focus on health, stay calm, and we'll adapt to the new economic reality.
Joan Giardina
Feb 26, 20202 min read
Keep Calm and Carry On
Virus uncertainty hits markets hard. Focus on long-term outlook as the supply chain and global economy eventually stabilize.
William A. Goldstein
Jan 13, 20201 min read
2019 Year-End Comments
Experts missed the mark in 2019. The future is unpredictable, so we'll focus on long-term returns and your risk tolerance.
Brian Zavalkoff
Jan 6, 20206 min read
2019 Year in Review and 2020 Market Outlook
Wishing you a Happy, Healthy and Successful 2020!
William A. Goldstein
Jul 10, 20192 min read
Fed Up
Strong economy: 224K jobs added in June. S&P 500 peaks, but market reacts daily to Fed rate cut talk and trade concerns.
William A. Goldstein
Apr 11, 20192 min read
The Fed Backpedals
Fed plans three rate hikes led to a 13.5% drop in the S&P 500. Reversal to steady rates saw a 13.6% rise in Q1.
William A. Goldstein
Jan 9, 20191 min read
Why Did It Feel So Bad?
Investor anxiety grew in 2018 due to large market swings and issues like government shutdowns, tariffs, and Brexit.
Brian Zavalkoff
Jan 9, 20195 min read
2018 Year in Review and 2019 Market Outlook
S&P 500 fell 4.4% in 2018 amid volatility; 2019 outlook cautious but optimistic with a 5%-10% gain expected amid trade uncertainty.
Brian Zavalkoff
Oct 22, 20185 min read
October Market Correction — Factors, Pillars and Actions
S&P 500 fell 8% after strong gains; concerns over Fed hikes, slowing sectors, and trade issues may lead to a temporary pullback.
William A. Goldstein
Oct 11, 20182 min read
What Price Growth?
S&P 500 rose 7.71% in Q3, led by growth stocks, but disparity vs. value stocks raises concerns. We're focusing on balanced investments.
William A. Goldstein
Jul 11, 20181 min read
Getting Nowhere Fast
H1 2018 saw volatility in stocks, with the Dow down 12% but ending slightly lower. Mixed signals persist amid strong economic growth.
William A. Goldstein
Apr 9, 20181 min read
No Free Lunch
Q1 2018 showed S&P 500 volatility, closing near year-end levels. Tech stocks led growth, and rising rates may boost fixed income returns.
William A. Goldstein
Jan 11, 20182 min read
2017 Year End Letter
This is the time of year for predictions. Staying invested is key, as missing the best days significantly impacts returns.
John Sobel
Jan 11, 20182 min read
2017 — High Returns, Low Volatility
2017: S&P 500 soared 21.8% with record-low volatility. Markets thrived on low rates and strong earnings growth.
Brian Zavalkoff
Jan 10, 20183 min read
2017 Year in Review
2017 saw strong gains: U.S. equities rose 21.8%, international 25%, with low volatility despite global issues. Strong earnings led the way.
Brian Zavalkoff
Jan 10, 20184 min read
2018 Market Outlook
As we turn our focus to 2018, we remain focused on the most important factors influencing U.S. equities - employment and earnings.
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