NEWS & COMMENTARY

Market Update

A Changing of the Guard?

Stocks are generally split into two broad categories: growth stocks and value stocks. Growth stocks are those that tend to generate earnings (profits) consistently, regardless of broad economic cycles, because […]

Read More

Markets Struggling to Get into Gear

Stock and bond markets around the world are struggling to find direction in 2018. By this point last year, U.S. and foreign stocks were up by close to double digits, […]

Read More

Navigating the Waiting Game

What a difference a new year makes. Just when investors might have been lulled into the notion that a low-volatility and upward-trending environment was here to stay, the stock market […]

Read More

Strong Earnings Equal Choppy Market

While 2017 was full of frightening headlines and constant bemoaning over both domestic and foreign policy, the market trudged ahead in an exceptionally low-volatility manner. Nothing seemed to matter, whether […]

Read More

Winter Storm Hits Markets

Stocks have made an abrupt about-face in the early days of February after marching steadily higher in January, a continuation of the bull market party in place since the election […]

Read More

It Ain’t Over — til It’s Over

2017 was a year to celebrate gains in most stock markets around the world. The S&P 500 index continued to be the favored index, though some international markets also shone […]

Read More

The Bond Market and Navigating Rising Rates

The future course of interest rates is a topic of much attention lately, as the economy continues its slow but steady recovery from the financial crisis of 2008. How quickly […]

Read More

Rockville, Maryland Office

Fort Myers, Florida Office

SEND US A MESSAGE