Market Commentary

3 Lessons for Investors from the Past Year

September 20th, 2021
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The pandemic and economic disruption aren’t over yet, but here are some valuable takeaways from the past 20 months

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3 Market Risks to Watch for in the Months Ahead

September 13th, 2021
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Economic growth appears likely to continue, but headwinds include inflation, consumer sentiment and pandemic woes

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Will There Be a Market Correction in September?

September 7th, 2021
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Each year, the news plays up the increased volatility and weak returns that allegedly occur in September. But is it true?

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3 Factors to Consider When Considering Inflation Hedges

August 30th, 2021
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As inflation becomes a bigger issue, it’s important to look at the pros and cons of various hedges against it

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2021 Surprises: Earnings Higher, Rates Lower Than Expected

August 22nd, 2021
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Stocks have outperformed expectations. Interest rates are lower than predicted. What happens next?

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Economic Growth is Peaking…What Happens Next?

August 16th, 2021
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We likely saw peak economic growth in Q2 … but that doesn’t have to spell doom for the market and economy.

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Will Record-Setting Investment in U.S. Markets Trigger Volatility?

August 9th, 2021
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Capital flowing into U.S. equities may lead to volatility, but that is a normal part of a strong market

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3 Key Factors for Investors in the Second Half of 2021

August 2nd, 2021
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Inflation, interest rates, and value vs. growth leadership are all key areas for investors as the recovery continues

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When Does Rising Government Debt Become a Problem?

July 26th, 2021
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Global debt was more than 100% of GDP in 2020. As long as the economy keeps growing, that is sustainable.

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Do High Valuations Signal a Bear Market Ahead?

July 19th, 2021
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Investors and pundits who claim that high P/E ratios inevitably lead to long bear markets are ignoring other key factors

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