Market Commentaries

Monthly Market Commentary | March, 2021
Students of financial markets may have noted a historically unusual event last week. On Thursday, the yield on 10-year U.S. Treasury notes briefly matched the dividend yield for the Standard & Poor’s (S&P) 500 Index. This type of convergence is uncommon…

Monthly Market Commentary | February, 2021
They say people watching the same event often see different things. That seems to have been the case last week when share prices of a few companies experienced tremendous volatility…

Monthly Market Commentary | January, 2021
Last week was the cherry on top of a turbulent year for investors. After the $900 billion fiscal stimulus bill was signed on Sunday, major U.S. stock indices moved higher….

Consolidated Appropriations Act of 2021
At the close of 2020, Congress passed a second bill to address the challenges of the coronavirus, and President Trump signed it into law. The bill itself is thousands of pages long, so we wanted to provide our top 10 takeaways that may have an effect on you, your loved ones, or friends…

2020 Year-In-Review
Hello and Happy New Year. Once in a very great while, there comes a year in the economy and the markets that serves as a tutorial—in effect, a master class in the principles of successful long-term, goal-focused investing. 2020 was a great example of this…

Monthly Market Commentary | December, 2020
Last week, vaccine optimism immunized investors against signs of economic weakness. In previous commentaries we’ve written about narrative economics, which holds that popular stories may affect individual and collective economic behavior…

Monthly Market Commentary | November, 2020
Last week, financial markets and economic data told very different stories. Reviewing economic data is a bit like looking in a rearview mirror. Typically, it offers information about what is behind us. For example, last week we learned…

Monthly Market Commentary | October, 2020
For four weeks, the U.S. stock market has sparked and sputtered like a campfire in light rain. Today, pandemic-driven demand is providing fuel for the investors. The need for certain types of products and services has accelerated and innovation is creating new opportunities.

Monthly Market Commentary | September, 2020
The stock market rallies like it’s 1986. August has been a good month for stock investors. At the end of last week, the S&P 500 Index was up 6.8 percent for the month. The Index is poised to deliver its best returns for the month since 1986, when it gained 7.1 percent, reported Financial Times.