by Brian G. McCoy, CFA, on July 02, 2022
As we cross the mid-point of the year, investors have endured broad asset class volatility, wrestling with the effects of a combination of factors not seen in decades. Long dormant, …
Read Storyby Brian G. McCoy, CFA, on April 03, 2022
Only a few short months into 2022, volatility has fulfilled, so far, our “challenging but ultimately positive” outlook for the year from our previous commentary at the end of last …
Read Storyby Robert Cagliola, CFA, on April 01, 2022
The market, as measured by the S&P 500®, began the new year at all-time highs only to immediately retrace those gains back to May of 2021 levels. In a very …
Read Storyby Robert Hahn, CFA, on January 31, 2022
During the fourth quarter, the market rebounded from the late September pullback with the S&P 500® gaining 11% including dividends and nearly 29% for the year despite the emergence of …
Read Storyby Brian G. McCoy, CFA, on January 02, 2022
Markets finished off the year with positive returns during the fourth quarter. Economic data released over the past quarter continued to point to strength in our economy. Numerous data reflect …
Read Storyby Brian G. McCoy, CFA, on October 01, 2021
The third quarter is often a relatively quiet time for markets as investors historically shift their focus to vacations and family time. Even with the lingering effects of covid and …
Read Storyby Brian G. McCoy, CFA, on July 01, 2021
Markets delivered another positive quarter of gains as more distance was gained from the depths of the pandemic crisis. Domestically, vaccination efforts have proved largely successful as rates of infection …
Read Storyby Brian G. McCoy, CFA, on April 01, 2021
Optimism often permeates many areas of our lives at the start of a new year, and as 2021 began, that was certainly the case as countries began to vaccinate their …
Read Storyby Robert Hahn, CFA, on January 01, 2021
The market continued to surge higher off March lows adding 12.1% to its tally to complete the year. It was really a tale of two markets, pre- and post-election. Through …
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