by Laurie Schroer | Jan 21, 2026 | Commentary
Recent market volatility has been uncomfortable, but it’s important to step back and focus on what is actually happening beneath the surface rather than reacting to short-term headlines. From a fundamental standpoint, the backdrop remains constructive. Corporate...
by Laurie Schroer | Jan 6, 2026 | Commentary
Opportunity Within the Cycle: Why the Bull Market Likely Continues—For Now Markets often send mixed signals near the middle-to-late stages of long cycles and today is no exception. On the surface, we are seeing what appears to be a contradiction: record capital...
by Laurie Schroer | Nov 24, 2025 | Commentary
Dear Clients, Periods of market volatility have a way of stirring emotions—even for those of us who have spent decades navigating them. Recently, we’ve witnessed what we see as a shift in leadership among stocks. Many of the companies that powered markets higher over...
by admin | Oct 13, 2025 | Commentary
Dear Clients, The selloff we experienced earlier in the year has been replaced by a strong and sustained rally. Over the past several weeks, stocks have reached multiple new all-time highs, reminding us that markets often move in ways that inflict “pain” on the most...
by Laurie Schroer | Aug 4, 2025 | Commentary
Dear Valued Client, As we shared with you a few weeks ago, we began reducing stock exposure in client portfolios throughout July. This move was a tactical decision, based on our expectation of seasonal weakness that often occurs as we move into the Fall months. Now...
by Laurie Schroer | Jul 14, 2025 | Commentary
Dear Clients, As we move through the heart of summer, we want to take a moment to reflect on what has been a dynamic first half of the year and share our thoughts on what may lie ahead. From Volatility to Recovery The markets endured a bumpy ride this past April, with...
