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...
by Laurie Schroer | Mar 30, 2026 | Commentary
Dear Clients, I want to take a moment to address what has clearly been a difficult and unsettling period in the markets. When volatility rises and headlines become more extreme, it is natural for concern to follow. Periods like this tend to feel unique in the...
by Laurie Schroer | Mar 9, 2026 | Commentary
Dear Clients, I am writing to share my thoughts on what I believe could prove to be a seminal moment for the Middle East and, potentially, for the global economy. Iran has long acted as a primary agitator in a region that already contains many geopolitical tensions....
by Laurie Schroer | Mar 2, 2026 | Commentary
Dear Clients, The second week of February has historically been a bit slippery for the market, and this year is no exception. We saw a similar pattern last year as well. Seasonality doesn’t determine long-term outcomes, but it can help explain some of the short-term...
