Resources

Solid Gains| Weekly Market Performance | April 17, 2020

By fiduciaryadmin | April 17, 2020

Stocks posted solid gains for the week, on the heels of the largest weekly gain for the S & P 500 Index since 1974.

Market Insight Quarterly| First Quarter 2020 | April 16, 2020

By fiduciaryadmin | April 16, 2020

The longest-running bull market has come to an end.

A Recession is Here | Weekly Market Commentary | April 13, 2020

By fiduciaryadmin | April 13, 2020

We are now in recession, but it’s a very unique recession, and it may be one of the shortest.

Bear Market Rally Takes A Pause |Weekly Market Performance| April 9, 2020

By fiduciaryadmin | April 9, 2020

Stocks rallied strongly over the holiday-shortened week.

Global Portfolio Strategy | A Bridge to the Other Side | April 9, 2020

By fiduciaryadmin | April 9, 2020

We continue to follow our Road to Recovery Playbook to determine where we are in the stock market’s bottoming process.

Client Letter | A Unique Economic Situation | April 8, 2020

By fiduciaryadmin | April 8, 2020

he current economic climate is unique in its causes, possible duration, and challenges, but it may soon provide investment opportunities.

Market Bottoming Process Continues | Weekly Market Commentary | April 6, 2020

By fiduciaryadmin | April 6, 2020

The war against the COVID-19 pandemic continues this week as the number of new cases and deaths continues to grow.

Policy-Driven Rebound |Weekly Market Performance| April 3, 2020

By fiduciaryadmin | April 3, 2020

Stocks pulled back this week and were unable to add to historic gains from the previous week as the war against the COVID-19 pandemic wages on.

Client Letter | When It Rains Gold, Reach for A Bucket | April 2, 2020

By fiduciaryadmin | April 2, 2020

The COVID-19 impact has been devastating, but as the economy positions to recover, it could offer opportunities for longer-term investors.

Policy-Driven Rebound |Weekly Market Performance| March 27, 2020

By fiduciaryadmin | March 31, 2020

Stocks rebounded sharply this week even as the COVID-19 pandemic continues to spread rapidly in the United States.