Latest Thoughts
July 18, 2022
In
Weekly Commentary
Managing Volatility
Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. ...
July 6, 2022
In
Weekly Commentary
Constructive, Not Complacent: Lowering S&P 500 Target
Stocks have been unable to make up much ground since the June 16 lows, with a bear market rally amounting to only around a 4.3% gain in the S&P 500 Index since then (As of July 1). ...
June 27, 2022
In
Weekly Commentary
Relief At The Pump And For Portfolios?
2022 has been rough all-around for the American consumer. ...
June 22, 2022
In
Weekly Commentary
Bear Market Q&A
The bear market that started on June 13 has left the S&P 500 Index 23.5% below its January 3 high. ...
June 13, 2022
In
Weekly Commentary
Is the 60/40 Portfolio Dead?
This year has been tough for investors, not just because stocks have fallen but also because bonds have not helped mitigate those losses as they have historically done. ...
June 6, 2022
In
Weekly Commentary
Economy Slowing But Not Shrinking
Many pundits are issuing recession warnings and saying the economy is heading for a hard landing. ...
June 1, 2022
In
Weekly Commentary
Looking Through The Clouds
At the risk of sounding cliché, making the case for stocks to stage a second half rally back to the prior highs requires investors to see through some heavy cloud cover. ...
May 23, 2022
In
Weekly Commentary
Dawn Of A New Era For Bonds
Core bond investors have experienced the worst start to the year ever. ...
May 9, 2022
In
Weekly Commentary
Have We Really Seen Extreme Pessimism Yet?
It's been a very tough start to the year with both stocks and bonds down sharply. ...
May 2, 2022
In
Weekly Commentary
Why You Shouldn’t Sell In May This Year
"Sell in May and go away" is probably the most widely cited stock market cliché in history. ...
April 25, 2022
In
Weekly Commentary
Businesses And Consumers Likely Protected From Near-Term Recession
Not all recessions are created equal. ...
April 18, 2022
In
Weekly Commentary
What To Watch This Earnings Season
First quarter earnings season is rolling. ...
April 11, 2022
In
Weekly Commentary
Headwinds To Global Growth
LPL Research reduced U.S. and global GDP forecasts due to Russian commodity disruptions, elevated inflation dynamics , and higher borrowing costs. ...
April 4, 2022
In
Weekly Commentary
Our Stock Market Final Four
As the Final Four NCAA Basketball Tournament rolls on in New Orleans, we continue our tradition of picking a stock market final four. ...
March 28, 2022
In
Weekly Commentary
Tempering Our Enthusiasm
As the stock market recovered from the 2020 pandemic lows, valuations reached levels not seen since the dotcom bubble more than 20 years ago. ...
March 21, 2022
In
Weekly Commentary
In Defense Of Core Bonds
Core bond investors have experienced one of the worst starts to the year ever, potentially calling into question the validity of bonds in a portfolio. ...
March 14, 2022
In
Weekly Commentary
Ready, Set, Hike
The Federal Reserve (Fed) meets this week and in all likelihood will raise short-term interest rates for the first time since emergency levels of monetary accommodation were provided to markets after the COVID-19 shutdowns. ...
March 7, 2022
In
Weekly Commentary
Downshift In The U.S. Growth But Still Above Trend
We currently expect the U.S. economy to grow 3.7% in 2022. ...
February 28, 2022
In
Weekly Commentary
How Soon Are Rate Hikes Coming?
With inflationary pressures running higher than many central bankers are comfortable with, calls for interest rate hikes have become louder. ...