Keep Calm and Carry On
Virus uncertainty hits markets hard. Focus on long-term outlook as the supply chain and global economy eventually stabilize.
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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
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 11, 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 12, 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 23, 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 12, 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 12, 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 10, 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.
Joan Giardina
Dec 22, 20173 min read
The Times—Are They Changing?
"It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness..." Charles Dickens
Brian Zavalkoff
Dec 4, 20174 min read
A Quick Note on the Tax Plan Impact
It appears likely that the new Tax Plan will be passed into law, you might be interested in a brief note as to some of its implications.
William A. Goldstein
Oct 10, 20171 min read
Third Quarter 2017 Market Letter
The big story in the economy and the financial markets this past quarter was that there was no big story.
William A. Goldstein
Jul 12, 20171 min read
Second Quarter 2017 Market Letter
More of the Same. The political, international and economic trends that have been in place, continue unabated. We have seen:
William A. Goldstein
Apr 12, 20171 min read
First Quarter 2017 Market Letter
During the first quarter of this year, stocks continued their upward march, to the surprise of many investors.
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