The S&P 500 Index has moved into positive territory and some data appears good, while other data remains troubling.
Client Letter
Client Letter | Midyear Outlook 2020 | July 14, 2020
Investment insights and market guidance through year-end 2020, plus election 2020 predictions…
Client Letter | Fourth of July Optimism | June 30, 2020
Recent economic data has been better than expected, while a summer consolidation in the markets may be possible.
Client Letter | Looking Forward | June 4, 2020
As we look ahead to the summer months, we can’t help but think what a challenging year it’s been so far…
Client Letter | Better Times Are Coming | May 21, 2020
In spite of COVID-19 and weak economic data, the S & P 500 Index has rallied, and there are signs of improvement as the economy begins to reopen.
Client Letter | To Go But Up | May 7, 2020
Investors like labels for the economy and financial markets—many of them with the word “great” in them. The Great Depression.
Client Letter | How We Respond Matters | April 21, 2020
We’ve responded to COVID-19 with resolve and strength, and government and Federal Reserve responses have been unprecedented.
Client Letter | A Unique Economic Situation | April 8, 2020
The current economic climate is unique in its causes, possible duration, and challenges, but it may soon provide investment opportunities…
Client Letter | When It Rains Gold, Reach for A Bucket | April 2, 2020
The COVID-19 impact has been devastating, but as the economy positions to recover, it could offer opportunities for longer-term investors.
Client Letter | A Test of Our Resolve | March 24, 2020
The COVID-19 pandemic is a test of our resolve, but our optimism for the near-term future remains intact…