Resources

Client Letter | Fourth of July Optimism | June 30, 2020

By fiduciaryadmin | June 30, 2020

Recent economic data has been better than expected, while a summer consolidation in the markets may be possible.

The Future of Fixed Income| Weekly Market Commentary | June 29, 2020

By fiduciaryadmin | June 29, 2020

Although the US economic recovery has picked up and we expect yields to rise in the second half of 2020, structural forces may help limit the size of the move.

Potential Paths For Stocks In The Second Half | Weekly Market Commentary | June 15, 2020

By fiduciaryadmin | June 24, 2020

Stock market valuations have gotten more expensive because earnings have fallen, which may bring volatility if the recovery disappoints.

5 Reasons We Favor US Stocks | Weekly Market Commentary | June 22, 2020

By fiduciaryadmin | June 24, 2020

LPL Research shares their latest thoughts on international equities and reiterate positive emerging markets view.

Global Portfolio Strategy | June 9, 2020

By fiduciaryadmin | June 9, 2020

Stocks rose for the seventh May in the past eight years.

Prospects for a Swoosh-Shaped Recovery | Weekly Market Commentary | June 8, 2020

By fiduciaryadmin | June 8, 2020

LPL Research discusses whether the economic recovery may look more like a V-shape than a U, a square root, checkmark, or swoosh.

Client Letter | Looking Forward | June 4, 2020

By fiduciaryadmin | June 4, 2020

The stock market is forward-looking, and what it’s seeing now provides hope for better things to come.

Stocks Rally and Roll | Weekly Market Commentary | June 1, 2020

By fiduciaryadmin | June 1, 2020

The rally continued as the S&P 500 Index closed out May on the positive side.

Earnings Season’s Mixed Results| Weekly Market Commentary | May 26, 2020

By fiduciaryadmin | May 26, 2020

First quarter earnings season offered something for everyone.

Client Letter | Better Times Are Coming | May 21, 2020

By fiduciaryadmin | May 21, 2020

In spite of COVID-19 and weak economic data, the S & P 500 Index has rallied, and there are signs of improvement as the economy begins to reopen.