Choosing our next president may take longer this time, but temporary uncertainty at the polls should not slow our economic recovery.
Client Letter
Client Letter | Signs of Strength in the Economy | October 1, 2020
Signs of market and economic strength tell us that better times likely are coming in 2021…
Client Letter | Back to School in a New Way | September 3, 2020
Going back to school signals changes for everyone, including COVID-19 preparedness, an election, and impressive S&P 500 performance.
Client Letter | Positive Territory | August 6, 2020
The S&P 500 Index has moved into positive territory and some data appears good, while other data remains troubling.
Client Letter | Midyear Outlook 2020 | July 14, 2020
Investment insights and market guidance through year-end 2020, plus election 2020 predictions…
Client Letter | Fourth of July Optimism | June 30, 2020
Recent economic data has been better than expected, while a summer consolidation in the markets may be possible.
Client Letter | Looking Forward | June 4, 2020
As we look ahead to the summer months, we can’t help but think what a challenging year it’s been so far…
Client Letter | Better Times Are Coming | May 21, 2020
In spite of COVID-19 and weak economic data, the S & P 500 Index has rallied, and there are signs of improvement as the economy begins to reopen.
Client Letter | To Go But Up | May 7, 2020
Investors like labels for the economy and financial markets—many of them with the word “great” in them. The Great Depression.
Client Letter | How We Respond Matters | April 21, 2020
We’ve responded to COVID-19 with resolve and strength, and government and Federal Reserve responses have been unprecedented.