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Portfolio Manager Insights | Housing Market Update: Impact on the Economy and Financial Plans — 4.22.26
Recent economic concerns have caused consumer sentiment to fall, though spending remains healthy. What do these mixed conditions mean for
Read MoreVolume Analysis | Flash Update – 4.20.26
The Bulls Put Up! Or Did the Bears Just Shut up??? This past week the S&P 500, along with several
Read MorePortfolio Manager Insights | A Balanced View of Inflation and Earnings as the War in Iran Evolves — 4.15.26
Recent economic concerns have caused consumer sentiment to fall, though spending remains healthy. What do these mixed conditions mean for
Read MoreVolume Analysis | Flash Update – 4.13.26
Put Up or Shut Up In practical terms, the week began Wednesday, April 8th, with a decisive bullish gap higher
Read MoreMarket Commentary – March 2026
In the near term, this geopolitical shock is inflationary due to severe supply disruptions across energy markets and
Read MoreMarket Commentary – February 2026
After starting the year off strong, equity markets reversed course in February with the S&P 500 Index losing
Read MoreInternational Equities: A Clearer, More Consistent Framework – March 2026
Traditional asset‑allocation models typically recommend allocating a portion of an equity portfolio to international stocks. The rationale is
Read MoreMarket Commentary – January 2026
Equity markets began the year on strong footing, with the S&P 500 up 1.45% in January, though there
Read MoreMarket Commentary – December 2025
The Santa Claus rally ghosted Wall Street as stocks slipped in the final days of December. The S&P
Read MoreMarket Commentary – November 2025
The S&P 500 eked out a minor gain in November of 0.25%, marking the seventh consecutive positive monthly
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