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Markets & Economy » Rising Investor Sentiment May Mean Little for the Economy

May 24, 2017 | Market Commentary

The post-election confidence boom that drove fresh market highs appears to be waning. Confidence-driven trades swing both ways, and should optimism fully revert, we could see increased short-term volatility. At these market levels, we believe it is critical that investors avoid chasing returns …

Markets & Economy » The First 100 Days, an Investor’s Perspective

May 01, 2017 | Market Commentary

Markets rode a roller coaster during President Trump’s first 100 days in office. Upon inauguration, confidence hovered near its post-recession peak and continued to grow upbeat. This helped support markets, which hit all-time highs shortly following the president’s well-received Congressional …

Markets & Economy » Stocks Surge and Uncertainty Looms Following President Trump’s Address

March 02, 2017 | Market Commentary

In his first major speech since inauguration, President Donald Trump addressed his laundry list of outstanding campaign promises with a more conciliatory tone. Many political commentators approved of his more measured approach, but specifics remain absent for his key pro-growth policies (e.g., …


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