The Viewpoint

AS THE YEAR DRAWS TO A CLOSE, the stock market is on track to deliver one of its strongest performances on record. The S&P 500's total return of 23% [...]

WE ARE BEYOND THE HALFWAY MARK OF THE YEAR, and thus far, the stock market has given investors ample reasons to rejoice. The major equity indexes have each notched [...]

DURING THE FIRST QUARTER OF 2024, the stock market was able to maintain its upward momentum, with the Dow Jones Industrial Average advancing by 5.6%, the Nasdaq Composite rising [...]

HISTORY WILL LOOK BACK ON 2023 as being an outstanding year for the stock market. While it certainly proved to be an exceptional year for popular market cap-weighted indexes [...]

THIS OCTOBER MARKS TWELVE MONTHS since the stock market bottomed out in what was a very painful year for many investors. 2022 was filled with uncertainty and volatility which [...]

ONE OF WALL STREET’S ADAGES — the market does what it needs to do to prove the majority wrong — came true in the first half. Coming into the [...]

WE ARE A THIRD OF THE WAY THROUGH 2023 and so far, both the stock and bond markets have provided decent results. However, this recent path higher wasn’t a [...]

THE PAST YEAR WAS ONE FOR THE RECORD BOOKS. Unfortunately, for the most part those were record losses, resulting in the worst returns going  back many years. After the [...]

GLOBAL MARKETS DECLINED AGAIN in the third quarter as inflation remained near multi-decade highs, geopolitical tensions escalated further, and the Federal Reserve continued to aggressively hike interest rates signaling [...]

AT THE START OF 2022, the future looked bright. Corporate earnings were strong, the economy was growing, stocks were near record highs, the COVID threat was shrinking, and the [...]

FROM THE OPENING DAYS OF 2022, investors were taken on a wild ride during a first quarter that featured wide swings in stock, bond, and commodity markets around the [...]

THANKS TO A STRONG ECONOMIC rebound that helped the market weather the persistence of the pandemic along with rising inflation, U.S. stocks finished 2021 near fresh record highs, having [...]

One thing that is sure, 2020 will be a year we never forget. The S&P 500 is up more than anyone would have forecasted, especially after the performance of 2019 [...]

IN THE PREVIOUS QUARTERLY recap sent out in April, we mentioned the potential long-term benefits of staying invested, no matter how dire things look in the world around us. On [...]

We recently celebrated the one-year anniversary of the March 2020 market bottom. Little did we know how much the world, our daily habits, and our portfolios, would be changed. Some [...]