Research
Top 10 Investor Questions | Weekly Market Commentary | September 8, 2020
Many investors, ourselves included, find it difficult to understand why stocks have done so well lately in such a challenging economic environment and COVID-19 still an ongoing threat.
Client Letter | Back to School in a New Way | September 3, 2020
Going back to school signals changes for everyone, including COVID-19 preparedness, an election, and impressive S&P 500 performance.
A Trump Second Term: Upside and Risks | Weekly Market Commentary | August 31, 2020
A second term for President Donald Trump would likely feature a continuation of the pro-growth policies from the first term of his administration…
A Biden Presidency: Upside and Risks | Weekly Market Commentary | August 24, 2020
Potential market impact if former VP Joe Biden is elected president, including taxes, regulation, initiatives, and governance.
5 Earnings Season Takeaways| Weekly Market Commentary | August 17, 2020
Corporate America delivered on expectations during a second quarter earnings season that some are calling the biggest upside surprise ever.