October 31, 2023

It’s a Halloween tradition around here to write about what scares us around this time each year.  The past few years have offered plenty of material to use in these annual commentaries and this year is no different:

The things that give us chills…..

September 26, 2023

Our Take

In the present political climate, we feel there is around a 75% chance of a government shutdown happening with the divisions that exist between factions in the House of Representatives, not to mention the divide between Senate Democrats and Republicans.

July 13, 2023

Our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change. It’s a theme we could all embrace six months ago and what we will continue to rally around through year-end.

June 27, 2023

While the 20% qualifier for the S&P 500 to enter a new bull market has been met, there is additional evidence supporting that a transition from the 2022 bear market to a young but new bull market has begun.

May 9, 2023

May 4, 2023

April 19, 2023

April 12, 2023

March 15, 2023

This morning’s sharp selloff in Credit Swiss shares reminds us that banking crises, even if relatively well-contained, tend to create ripples in the aftermath.

March 13, 2023