The economy has halted for the past several weeks, and with it the longest economic expansion ever has ended, meaning we are now in a recession…
A Recession is Here | Weekly Market Commentary | April 13, 2020
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Research
Global Portfolio Strategy | A Bridge to the Other Side | April 9, 2020
We continue to follow our Road to Recovery Playbook to determine where we are in the stock market’s bottoming process…
Client Letter | A Unique Economic Situation | April 8, 2020
The current economic climate is unique in its causes, possible duration, and challenges, but it may soon provide investment opportunities…
Market Bottoming Process Continues | Weekly Market Commentary | April 6, 2020
The war against the COVID-19 pandemic continues this week as the number of new cases and deaths continues to grow…
Client Letter | When It Rains Gold, Reach for A Bucket | April 2, 2020
The COVID-19 impact has been devastating, but as the economy positions to recover, it could offer opportunities for longer-term investors.
Road To Recovery Playbook Update | Weekly Market Commentary | March 30, 2020
The COVID-19 pandemic continues to significantly and negatively impact the global economy, making this crisis one of the worst we have ever faced…
Client Letter | A Test of Our Resolve | March 24, 2020
The COVID-19 pandemic is a test of our resolve, but our optimism for the near-term future remains intact…
Key Week for the Bottoming Process | Weekly Market Commentary | March 23, 2020
We are likely in recession now, though we won’t know that for sure until more timely data is released…
Client Letter | A Clear Vision of Financial Goals | March 18, 2020
Maintaining a clear vision of long-term financial goals is a key to making it through market and global uncertainty…
Road TO Recovery Playbook | Weekly Market Commentary | March 16, 2020
The global pandemic of COVID-19 has sent world equity markets into bear market territory…