News & Insights

  • Second Quarter 2021 Commentary


    Investments and the Economy The economic recovery forged ahead in the second quarter and stocks expanded on the first-quarter rally. . For the quarter ending 6/30/2021, the S&P 500 was up +8.55% bringing its total performance for the year up to +15.25%. It was the fifth straight quarter in which the S&P 500 experienced returns […]

  • Should Investors Worry about Inflation?


    The bounce back from the COVID economic depression has been swift, driven by consumers flush with cash as the result of monetary stimulus and increased savings from staying at home. The increased demand for goods and services, along with huge disruptions in supply chains globally, has led to higher prices of goods and services leaving […]

  • 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 […]