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Q2

Q4 2019: Quarterly Review & 2020 Market Outlook

2020 is here and the late-cycle rhetoric of the herd has only grown louder. What's an investor to do? Should...

Q3 2019: Quarterly Review

A shorter and more volatile news cycle will likely continue to whipsaw markets and investors’ emotions. What are the issues...

Planning: How the Tariff Showdown Impacts the Markets

The tariff showdown between the U.S. and China took main stage during Q2. In this issue of Focus, our team...

U.S. Economic Strength Helps Domestic Equities Outperform

Key inflation data for the month of July was released last week. Core inflation (as measured by the consumer price...

U.S. Economy Stays Strong as the Fed Holds Steady

The Federal Reserve Board last week left a key short-term interest rate unchanged, as expected. But the Fed also explicitly...

Stocks Buoyed by Strong Earnings, Easing of Trade War Tensions

A big week, economically, as GDP for the second quarter of 2018 was released. The economy during the quarter grew...

Where Is The Stock Market Growing?

There are an enormous number of forces that tie global markets together and help them generate positive returns. The complex...
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