2020 Q2 Market Update

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

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

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

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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