News & Events

  • First Quarter 2021 Commentary


    Investments and the Economy The S&P 500 finished the first quarter of 2021 on a positive note, posting a return of 5.7%. However, the market was led by cyclical sectors hit hardest by the COVID-19 pandemic and ensuing lockdowns; a trend we expect to continue as the year progresses. Energy, Financials, and Industrials, which were […]

  • 4Q 2020 Market Commentary


    There is no doubt that 2020 was an extraordinary year. As we reflect on the year, we would be remiss if we did not express our deepest sympathies to those affected by the Covid-19 pandemic and offer our most sincere gratitude to the doctors, nurses, and frontline workers who have worked tirelessly for the rest […]

  • 3Q Market Commentary


    As we enter the final stretch before the US presidential election it is easy to get lost in the headlines and get caught up in the short-term fluctuations of the market. But it is exactly at moments like this that even we have to remind ourselves to stay focused on strategic allocations and remain invested […]