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Weekly Market Commentary

What’s Priced In | Weekly Market Commentary | April 15, 2019

KEY TAKEAWAYS We look at what’s priced into stocks following year-to-date strength to help gauge potential impact of surprises and disappointments. When we look at what’s not priced in, we see several possible surprises that could propel the stock market to new highs....

Balanced Risk Reward | Weekly Market Commentary | March 25, 2019

KEY TAKEAWAYS We are readjusting our recommended domestic equity allocations back to market weight. Following the stock market’s recent move higher, coupled with a slightly weaker economic and corporate profit outlook, the risk-reward trade-off in stocks has become...

The Bull Turns 10 | Weekly Market Commentary | March 4, 2019

KEY TAKEAWAYS During the 10-year bull market, the S&P 500 Index has more than quadrupled in value. It might be the longest bull market, but the 1990s bull market saw substantially higher returns. Market breadth continues to support higher equity prices and...