Resources

Market Insight Quarterly | First Quarter 2019

By fiduciaryadmin | April 17, 2019

U.S. economy sent mixed signals amid uncertainty.

What’s Priced In | Weekly Market Commentary | April 15, 2019

By fiduciaryadmin | April 15, 2019

After such a strong rally for stocks this year, you may be wondering what could drive stocks higher from here.

Too High or Too Low? | Weekly Economic Commentary | April 15, 2019

By fiduciaryadmin | April 15, 2019

Signs of slowing global growth have fueled worries of tepid domestic inflation.

Market Insight Monthly | March 2019

By fiduciaryadmin | April 10, 2019

U.S. economic data were mixed in March, although leading indicators signaled low odds of a recession in the coming year.

Q1 Earnings Preview | Weekly Market Commentary | April 8, 2019

By fiduciaryadmin | April 8, 2019

We expect roughly flat earnings for the first quarter, putting the seven-quarter streak of growth in jeopardy.

Signs of Spring | Weekly Economic Commentary | April 8, 2019

By fiduciaryadmin | April 8, 2019

Leading indicators in jobs, manufacturing, and markets suggest economic acceleration.

Signals We See in Q1 2019 Results | Client Letter | April 4, 2019

By fiduciaryadmin | April 4, 2019

Our April letter comments on the S&P 500 Index’s strong first quarter and steady but slower GDP growth.

The Stock Market’s Final Four | Weekly Market Commentary | April 1, 2019

By fiduciaryadmin | April 1, 2019

This week we share our “Final Four Factors” for the stock market in 2019: 1-Policy, 2-the Economy, 3-Rates, and 4-Profits.

Our Final Four For The U.S. Economy | Weekly Economic Commentary | April 1, 2019

By fiduciaryadmin | April 1, 2019

A rebound in global conditions, capital expenditures, and sentiment may help fuel growth.

Balanced Risk Reward | Weekly Market Commentary | March 25, 2019

By fiduciaryadmin | March 27, 2019

Following the stock market’s recent move higher, coupled with a slightly weaker economic and corporate profit outlook, the risk-reward trade-off in stocks has become less attractive.