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...
by Laurie Schroer | Feb 20, 2026 | Commentary
Dear Clients, While the S&P 500 Index is more or less flat on the year, the experience beneath the surface has been anything but calm. We have seen an elevated level of volatility as investors reposition portfolios and leadership rotates away from the “AI” cohort...
by Laurie Schroer | Feb 6, 2026 | Commentary
Dear Clients, The market selloff we are experiencing will pass. Periods like this are often driven by a convergence of short-term factors rather than a deterioration in underlying fundamentals. In this case, recent pressure has been influenced by developments in the...
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...
