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Sector Imbalances & Investor Sentiment

October 2, 2020

Sector Imbalances & Investor Sentiment The beginning and the end of September rescued the stock market from what would have been an even worse month. As September began, an initial rally during the U.S. stock market’s first two trading days gave …Read More

An Uneven Recovery for Stocks

September 2, 2020

An Uneven Recovery for Stocks The month of August was largely a continuation of July’s positive trend. Equity investors logged another positive month, with various broad categories of stocks returning between 2% and 7% for the month. Once again, large …Read More

Global Markets in July

August 4, 2020

Global Markets in July As July came to a close, the major categories of equities generated some degree of gain. While still negative for the year, emerging markets, international developed-markets, and U.S small-cap stocks showed growth. The standout …Read More

A Mixed Month in the Market

July 2, 2020

After surging over 6% in the first week of June on the back of a positive unemployment report, the market reversed its course. Record-setting spikes in COVID-19 infections gave investors pause and reduced June’s gains to a modest 2%. Investments …Read More

May Market Commentary

June 3, 2020

May Market Commentary In May, optimism related to the gradual reopening of the US economy persisted. After some initial weakness in equity prices, the US stock market changed course and closed out the month with a gain of about 5%. As represented by the …Read More

Stock Markets Assess the Future

May 8, 2020

Stock Markets Assess the Future For investors, April could not have been more different than March. As measured by the Russell 3000, the US stock market rose by 13% for the month of April and has increased 31% from the March 23rd bottom. While US stocks …Read More

Investing is Always Dynamic

April 6, 2020

Investing is Always Dynamic The number of novel coronavirus infections and related deaths surged around the world in March. As reports of doctors and nurses working to exhaustion in overwhelmed hospitals reached the headlines, equity prices declined …Read More

COVID-19 and February’s Market

March 4, 2020

COVID-19 and February’s Market After an initial rise and pullback in January due to Coronavirus fears, U.S. stocks followed a similar but more exaggerated path during February. First surging almost 5% to new all-time highs, U.S. stocks fell …Read More

The New Year Rally

February 5, 2020

The New Year Rally After a strong 2019, U.S. stocks initially rang in the New Year by gaining three percent in the first few weeks of January, possibly due to continued optimism of the U.S.-China phase one trade deal. But this rally ended with most major …Read More

This Month and a Look Back on the Decade

January 3, 2020

This Month and a Look Back on the Decade Now that 2019 has come to a close, it’s appropriate to consider what we can be grateful for. This month, the market responded well to an early December employment report that showed 266,000 jobs were added to …Read More

Market Resilience

December 4, 2019

Market Resilience With less than 30 days until the new year begins, investors who stayed the course have been rewarded for their perseverance. From government bonds to emerging market stocks, virtually all major categories of investments have delivered …Read More

Investors Rewarded

November 4, 2019

Investors Rewarded This year continues to reward stock and bond investors. After starting the month with a decline, the overall U.S. stock market closed with a gain of 2.15% as measured by the Russell 3000 Index, a broad benchmark that includes …Read More

The Stock and Bond Markets

October 4, 2019

The Stock and Bond Markets This year continues to be a rewarding one for stock and bond investors alike. Despite the uncertainty introduced by an unresolved trade war, large-cap U.S. stocks closed the month slightly positive. Other types of equities …Read More

The Five Pillars of U.S. Economic Strength

September 4, 2019

The Five Pillars of U.S. Economic Strength In last month’s client letter, Forrest Bell, CFP® wrote about Fed Chairman Powell’s five favorable U.S. economic conditions: strong job growth, increasing wages, low interest rates, low inflation, and …Read More

The July Fed Meeting

August 2, 2019

After beginning its interest rate tightening cycle in December 2015, on July 31st the Federal Reserve voted to reduce its policy interest rate by 0.25% to a range of 2-2.25%. This is the first time the Fed has cut the policy rate since late 2008. While a …Read More

Double Digit Returns Take Center Stage for 2019

July 3, 2019

The U.S. stock market completed the best first-half performance since 1997. All major indices, whether foreign or domestic, ended June in double digits year-to-date. All stock funds, both foreign and domestic, used in our client portfolios ended the …Read More

Interest Rates Down; Bond Investments Up; Stock Market Whipsawed

June 5, 2019

Interest Rates Down; Bond Investments Up; Stock Market Whipsawed May brought the first month of stock market losses in 2019. Fortunately for our clients, every stock fund position is still nicely positive for 2019, despite the pull back in May. The same …Read More

The Best Surprises of April 2019

May 2, 2019

The first print of 2019 U.S. domestic product growth (GDP) for Q1 ending March 31 came in at 3.2%! This is the best surprise from April because market estimates were only looking for 2.0%. In an April 18 interview with the Wall Street Journal, Dallas Fed …Read More

Market Analysis

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Sector Imbalances & Investor Sentiment
October 2, 2020 Sector Imbalances & Investor Sentiment The beginning and the end of September rescued the stock …Read More


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Webinar: Economic Recovery – How Might 2020 End?
July 22, 2020 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, …Read More


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529 College Savings Plan Resources
November 1, 2019 529 Education Savings Plans are a meaningful topic for parents, grandparents, and anyone else who …Read More