News & Events

What to watch for in the upcoming presidential debates Tonight’s presidential debate marks the beginning of the home stretch into Election Day. Over the past several months we have pointed to the upcoming presidential election as one factor that will impact the markets over the short-term. To further clarify our position on this, it is […]

The equity markets have taken investors on a wild ride in the 1st half of 2020. The historic sell off in March erased over $5.3 trillion in market value from companies in the S&P 500. Yet this dramatic fall was mirrored by an equally historic move to the upside as stock prices rebounded significantly in […]

In late February and early March, as the coronavirus began to garner widespread attention manifesting in the most rapid decline of the equity markets in history, we wrote to you about the need for investors to remain disciplined and focused on the long-term objectives of your portfolio. The vast majority of our clients followed our […]