https://www.youtube.com/watch?v=ka7FDgu2Tdo&feature=youtu.be All information in this presentation is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. All economic performance data is historical and not...

https://youtu.be/S-CeDEDGhDQ All information in this presentation is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. All economic performance data is historical and not indicative of future results. The...

While our prediction that President Trump would be re-elected missed the mark, our prediction that stocks would rally if Vice President Biden won has mostly proven accurate. Further, our prediction that, regardless of the outcome, half of the country would be...

Election Day…..FINALLY! Here are some final thoughts and predictions for the post-election/market dynamic. Presidential elections come around every four years. They are not surprising for the market. Therefore, volatility due to the election is usually subdued. In...

Patience, patience, patience. In the final week of this election cycle, there is no better investment advice I can offer to clients than to be patient. This marks the 8th presidential election I have witnessed during my career in the investment industry. Of the...

Considering President Trump’s COVID diagnosis, we wanted to share a few of our initial thoughts with clients. We wish for the President and First Lady the same as we wish for anyone afflicted with this virus. That is, a speedy recovery with no ill effects. Markets are...

https://www.youtube.com/watch?v=ACKxx94KTsE&feature=youtu.be All information in this presentation is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. All economic performance data is historical and not...

https://www.youtube.com/watch?v=TrguahkiUgI&feature=youtu.be All information in this presentation is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. All economic performance data is historical and not...

As the country continues to ease into “re-opening”, stocks have been full speed ahead. Since the March 23 low, the S&P 500® Index is up ~38%. This is less than 7% away from the level the Index entered 2020! If, on January 1, 2020, anyone was to suggest the jobless...

Markets have started the process of healing from the initial shock of the pandemic. On March 23, stocks reached a low that we believe will hold and not be breached to the downside. The low on March 23, a Monday, was marked by widespread panic and dislocation in stocks...