by Laurie Schroer | Oct 20, 2026 | Commentary
Dear Clients, Over the past several weeks, technology stocks have experienced considerable volatility as investors have begun questioning the sustainability of the enormous investments being made in artificial intelligence. Some of the companies most closely...
by Laurie Schroer | Oct 2, 2026 | Commentary
Dear Clients, I believe stocks will finish the year higher, with the S&P 500 advancing and the Magnificent Seven positioned for renewed gains after a volatile year. October could be choppy as the midterm election approaches, but I expect it to be positive overall,...
by Laurie Schroer | Sep 9, 2026 | Commentary
Dear Clients, Financial markets have encountered some turbulence as investors adjust to a new Federal Reserve chairman and a different approach to monetary policy. New Fed chairs are often “tested” by the markets soon after taking office, and this transition appears...
by Laurie Schroer | Jun 25, 2026 | Commentary
Dear Clients: Over the last few weeks I’ve received several calls asking essentially the same question: “Has something changed?” After the powerful rally that began in early April, many investors have been surprised by the sudden increase in...
by Laurie Schroer | Jun 10, 2026 | Commentary
Dear Clients, After a very strong rally since early April, we believe the stock market deserves a breather. That does not mean the bull market is over. It simply means that markets need time to digest large gains, especially when a handful of areas have moved very...
