Insights

Facing health and economic stress, we seek calm amid COVID-19. Lockdowns build a bridge to recovery; markets adapt to the 'new normal.

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.

Virus uncertainty hits markets hard. Focus on long-term outlook as the supply chain and global economy eventually stabilize.

Experts missed the mark in 2019. The future is unpredictable, so we'll focus on long-term returns and your risk tolerance.

Wishing you a Happy, Healthy and Successful 2020!

Strong economy: 224K jobs added in June. S&P 500 peaks, but market reacts daily to Fed rate cut talk and trade concerns.

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.

Investor anxiety grew in 2018 due to large market swings and issues like government shutdowns, tariffs, and Brexit.

S&P 500 fell 4.4% in 2018 amid volatility; 2019 outlook cautious but optimistic with a 5%-10% gain expected amid trade uncertainty.

S&P 500 fell 8% after strong gains; concerns over Fed hikes, slowing sectors, and trade issues may lead to a temporary pullback.

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.

H1 2018 saw volatility in stocks, with the Dow down 12% but ending slightly lower. Mixed signals persist amid strong economic growth.

Q1 2018 showed S&P 500 volatility, closing near year-end levels. Tech stocks led growth, and rising rates may boost fixed income returns.

This is the time of year for predictions. Staying invested is key, as missing the best days significantly impacts returns.

2017: S&P 500 soared 21.8% with record-low volatility. Markets thrived on low rates and strong earnings growth.

2017 saw strong gains: U.S. equities rose 21.8%, international 25%, with low volatility despite global issues. Strong earnings led the way.

As we turn our focus to 2018, we remain focused on the most important factors influencing U.S. equities - employment and earnings.

"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

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.

The big story in the economy and the financial markets this past quarter was that there was no big story.