Commentary

It has been a strong year for stock investors thus far, with the S&P 500® Index up by more than 15% year-to-date and many of the other major indexes notching …

In reflecting on the current market climate, we are reminded of the timeless adage, "All Things Come to Those Who Wait,” famously penned by Lady Mary Montgomery Currie in 1892 …

Another year is in the books, with results exceeding most forecasters' expectations, and again, patient investors were rewarded. The anticipated recession never happened, and the U.S. economy continued its strong …

Following two consecutive quarters of solid performance, investors experienced a modest pullback in the most recent three-month period, primarily driven by the dual challenges of inflation and rising interest rates …

Gonna Fly Now? The movie Rocky and its theme song Gonna Fly Now were released nearly 47 years ago in 1976. The song seems rather apropos after the second quarter …

A little relief… The first quarter of 2023 proved to be a positive start for the market, with the major benchmarks posting welcome returns after a tumultuous 2022. The S&P …

Good riddance 2022. An extremely difficult year for investors across almost every investable asset class. Not surprising given the Federal Reserve’s sudden and unprecedented gear shift from a stimulus to …

“The stock market is a device for transferring money from the impatient to the patient” – Warren Buffet. Patience is most needed right now. Year-to-date market performance has been challenging …

Ouch. The S&P 500® Index just finished its worst six-month start to a year since 1970, down nearly 20 percent. Bond investors were equally treated, with returns as measured by …

Post pandemic effects now layered with world tensions are creating continued uncertainty that is rippling through world economies and creating higher than normal volatility. The VIX, the most common measure …