NEWS & COMMENTARY

Market Update

Choppiness Retakes the Markets

In recent years, investors have grown accustomed to market downturns that have been short-lived. We’ve seen sharp declines followed by fast recoveries. We saw this in the last quarter of […]

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Monthly Video Market Update

 Ron Rough, Chief Investment Officer, reviews what happened in the markets in the first quarter of 2022. April Stock Market Update Hello, this is Ron Rough with a market […]

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1970s Redux

Though we often feel a certain nostalgia for the past, I have mixed emotions for the seventies. Besides being the decade where I spent my awkward teenage years, it was […]

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Interim Market Update

In America, we woke yesterday to hear news of Russia invading Ukraine. Tensions had been building in eastern Europe for several weeks as Russia began to amass troops on their […]

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Interim Market Update

Happy New Year to everyone. We hope your year has gotten off to a better start than the stock market. Through the close on Wednesday, January 26, stocks were down […]

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Monthly Video Market Update

 For investors, 2021 was a happy year. Ron Rough, Chief Investment Officer, reviews what happened in the markets in 2021 and discusses factors that might play a role in [...]
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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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