Category: Blog
A Lazy May
May was mostly uneventful for investors. After small gains during the first week, stock markets had a minor selloff before …
A Pause to Rising Interest Rates
April was a positive month for stocks, with broad equity categories gaining between 2-5.5%. These gains extended to large growth …
Webinar: 2020 Market Review, Opportunities in 2021, & Tax Tips to Take Now
Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, CFA®, Portfolio Manager The transcript below has …
Interest Rates Rising
As discussed in our last client letter, this year has seen a rise in longer-term interest rates. In March, long-term …
U.S. Market Experienced a Large Rotation in Leadership
Global equity markets started February with strong gains, only to take a step back during the final two weeks. Despite …
The Performance of the U.S. Bond Market Has Shifted
Financial markets did not deliver much to investors in January, with the global equity market trading choppy and ultimately flat …
There Are Better Things Ahead Than Any We Leave Behind
As December came to a close, the global equity markets added several percentage points to their 2020 gains. The overall …
Another Peak in the “Mountain”
The stock market’s performance in November created another peak in the “mountain” contour traced by the market over the last …
A Mountain-Shaped Month for Stocks
After a 5.7% rise in the U.S. stock market during the first half of October, markets turned around and headed …