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2021 Q3 Market Update

Published on July 1, 2021

As we look forward to the second half of 2021, the world seems torn between optimism about reopening and economic growth, and despair over inflation and the Fed’s potential courses of action. Like most things, the truth most likely lies in the middle between hope and pessimism.

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2021 Q2 Market Update

Published on April 1, 2021

Life begins again, for most Americans, at vaccination dose two. It is entertaining to think about what we will do with newly granted freedom of movement; seeing family is often top of the list, followed close behind by travel. As we all look forward to turning the page on COVID, we should realize this restart is not necessarily pushing us back to normal but forging forward into the new normal. So, what might 2021 have in store for us? We outline 5 main themes for the rest of the year: Improving Economy, Pent up Demand, Inflation Fears, COVID Trends to Stick Around, and Market Bubble Questions.

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2021 Q1 Market Update

Published on January 1, 2021

As we turn the page on 2020 and look forward to a new and better year, it is hard not to feel anxiety about our future. The “what-if” virus has bitten us hard this year, as for the first time in a long time, the worst-case scenarios that run through our heads were realized, if not over-delivered.

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2020 Q4 Market Update

Published on October 1, 2020

There is a light at the end of the tunnel. The end of 2020 is finally within sight as we head into the 4th Quarter home stretch. At least we are finally unified in something — our collective loathing for the plague this year has become. But, before we can start to close the books on 2020, we have at least one more major chapter: the elections.

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2020 Q3 Market Update

Published on July 1, 2020

Einstein was right about the feeling of time being relative. 2020 feels like it has been at least a decade, but in reality, we are only approaching the halfway point. This year has surprised us and terrified us; shown us hardship and sacrifice not felt since the World Wars and made us evaluate our priorities and lives.

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2020 Q2 Market Update

Published on April 1, 2020

We are not underestimating the severity of the CoronaVirus and the rapid and evolving changes to our daily lives. For the first time in decades, the fight is not in some distant third world country, but in our cities, our stores and our streets. Information is flying fast and loose. Routines and safety feel as if they are slipping away.

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2020 Q1 Market Update

Published on January 1, 2020

We may feel at times we are at an intersection in the world economy; one path full of optimism and growth, the other marred in fear. At times that fear is overwhelming, gnawing at us that at some point the market cycle will end as all good things must end. As we plan for 2020 it feels we must pick a path — prosperity or ruin?

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2019 Q4 Market Update

Published on October 1, 2019

Markets feel more and more like we are sitting in Las Vegas waiting on an Ace in the hole. Time and time again we have bumped up near record highs and the 3,000 ceiling on the S&P 500 has held firm. The bulls and bears are still fighting for who is in control, and somehow political uncertainty has climbed to new highs we didn’t know existed. Between Boris Johnson’s Brexit and the upcoming impeachment process, it is certainly a good time to be a Washington pundit, but a difficult time to be an investor.

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2019 Q3 Market Update

Published on July 1, 2019

As we round the halfway point in the year, it is hard to believe the shifts in market sentiment that we have experienced the last 12 months. We are locked in an epic struggle between fundamental factors, like two heavyweight champions in the ring, and it is unknown which will overpower the other.

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