October 2019 Market Review -Darren Leavitt, CFA Global risk assets were in favor during the month of October.  In October, investors continued to be hopeful that a trade deal between the US and...

Third Quarter Check-Up: Is the US Consumer Still Healthy? -David Young, CFA It may seem like a simple question with a simple answer, but there’s a lot more to it than you might think. Financial...

September 2019 Market Review -Darren Leavitt, CFA Equity markets around the globe bounced back from the sell-off we had in August.  Uncertainties around trade continued to be in focus for investors...

Market Recap August 2019 -Darren Leavitt, CFA Investors endured a volatile month in August that saw most developed and emerging equity markets decline. The S&P 500 lost -1.81% during the month,...

US Consumer – Still Strong, Best is Behind Us Expected to contribute 1.5% (solid) of GDP growth, chugging along at 2%ish spending clip Nothing related to the consumer on the horizon that would force...

Market Review May 2019 -Darren Leavitt, CFA Equity markets did an about-face in May with the S&P 500 inking its first monthly loss of 2109.  Investors fled risk assets for safe-haven US...

Market Review April 2019 -Darren Leavitt, CFA Global risk assets continued to rally in April.  First quarter earnings are coming in better than expected, Central banks around the globe remain...

-Murray Titterington, CFP, CIMA Most of the major U.S. equity indices rose in March, and all of the indices notched their biggest quarterly gains in nearly a decade. The rise in US equity markets...

Murray Titterington, CFP, CIMA The US equity markets rose again during the second month of the new year, with the Dow Jones Industrial Average and the S&P 500 both posting their best two-month...

December 2018 Market Review and Outlook -Murray Titterington, CFP, CIMA Be careful what you wish for. Last month we hoped for a “Santa Claus” rally in the markets (defined as a rally beginning the...

January 2019 Market Review and Outlook -Murray Titterington, CFP, CIMA It’s déjà vu all over again. 2019 is off to a good start, just like January of 2018. Stocks climbed during the first month of...

December 2018 Market Review and Outlook -Murray Titterington, CFP, CIMA Be careful what you wish for. Last month we hoped for a “Santa Claus” rally in the markets (defined as a rally beginning the...