NEWS & COMMENTARY

Market Update

Stocks Undeterred by Spikes in COVID

The year 2021 was a good year for stocks of all types—value stocks, growth stocks, small-cap stocks, foreign stocks. As investors looked beyond the rise of two COVID-19 variants, Delta […]

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Trifecta Hits Markets in December

Historically December has been a strong month for the markets with the S&P 500 experiencing a gain 73% of the time since 1928. As shown in the chart below, typically, […]

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Record Highs

Major indices reached all-time highs to start November. The S&P 500 closed at an all-time high on November 8 for its eighth consecutive positive day. That is the longest streak […]

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Monthly Video Market Update

Ron Rough, Chief Investment Officer, discusses what happened in investment markets this past quarter and shares his thoughts about to the next quarter. October Stock Market Update Transcript This is […]

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Managing Uncertainty

We are awash in uncertainty. Will Congress raise the debt ceiling, and will there be a government shutdown? Could another debilitating Covid variant emerge? Might another terrorist attack occur on […]

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Monthly Video Market Update

Mary Ann Drucker, Assistant Portfolio Manager, discusses the resiliency of the U.S. equity markets despite current events.   September Stock Market Update Transcript Hello, this is Mary Ann Drucker here […]

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Going Against the Grain

The resiliency of the U.S. equity markets continues to be impressive. In spite of elevated unemployment numbers, higher inflation, and the Delta variant spreading in many parts of the country, […]

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Monthly Video Market Update

In this month’s video market update, Derek Kravitz, Investment Analyst, discusses what segments of the market are driving strong returns and what history might lead us to expect. August Stock […]

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Who’s in the Driver’s Seat?

U.S. stocks have managed to post some impressive returns in 2021 with most indexes up double digits year-to-date through the end of July. But what segments of the market are […]

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