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April 13, 2021 | Market Commentary
In this webinar our experts dive into why this recovery is so unusual, what it means for markets in the months and years ahead, and how we believe portfolios should be positioned for this shifting investment environment.
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Financial AdvisorsApril 01, 2021 | Market Commentary
Choppy but Higher Markets stuck with their two-steps-forward one-step-backwards trading pattern in March as investors continued wrestling with several competing, quickly shifting factors. The dollar bounced off of its lows as US Treasury yields continued their march higher. On the bull side, …
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All AudiencesMarch 18, 2021 | Market Commentary
Last week, the latest US fiscal stimulus was signed into law, delivering $1.9 trillion of aid to a wide range of people and groups, as well as other non-COVID related spending. And at the same time, financial markets have continued evolving, but in a different way than in the past. Growth-style …
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All AudiencesMarch 11, 2021 | Market Commentary
Watch our Growing Your Practice Through Opportunities with Charitable Organizations webinar where our experts discussed the significant and attractive opportunities of working with non-profits. For your convenience, we wanted to share a recording of the live event. As …
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Financial AdvisorsMarch 01, 2021 | Market Commentary
Bond Market Temper Tantrum Bond yields rose substantially in February as a combination of slowing COVID transmission rates, widespread vaccine rollouts, and expected government stimulus measures boost investor optimism that a full economic reopening is on the horizon. Perversely, all the …
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All AudiencesFebruary 02, 2021 | Market Commentary
What a week for a struggling video game retailer. GameStop, whose business has been under serious pressure for years now, saw its stock price experience startling levels of volatility last week as a short squeeze, options trading, social media, and raw speculation all coincided to send the stock …
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All AudiencesFebruary 01, 2021 | Market Commentary
Drifting from Reality Equities began the year fairly low for the month of January as a frenzied trading environment led to a pickup in market volatility throughout the stock market. Despite hitting new all-time highs at several points during the month, markets experienced a notable uptick in …
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All AudiencesJanuary 26, 2021 | Market Commentary
One of the best parts of presenting our investment outlook each January is the ability for us to hear directly from you. What questions are on your mind, what opportunities are you seeing, and what issues are keeping you up at night? While we were asked for our thoughts on a vast range of …
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All AudiencesJanuary 08, 2021 | Market Commentary
Watch our Market Update Webinar where Ebrahim Busheri, our Director of Investments, puts a bow on a wild 2020, takes the temperature of where we stand today, and provides his perspective on where we think we are going to go from here.
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Financial AdvisorsJanuary 04, 2021 | Market Commentary
Wrapping Up a Wild Year Equities continued rising in December, wrapping up a very strong fourth quarter and solid gains for a volatile 2020 calendar year as well. Of the major indices, the tech-led Nasdaq rose an enormous 44% last year, besting the 18% and 20% gains for the S&P 500 and Russell 2 …
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