October Heats Up | Client Letter | October 3, 2019

Summer has turned to fall, and there’s already a little chill in the air. Three-quarters of the year is behind us now, and both stock and bond markets have had a strong year so far, although we expect to see regular — but normal — bouts of volatility as we progress...

The Dog Days of Summer | Client Letter | September 4, 2019

The Dog Days of Summer were on full display this past month, as a variety of concerns pushed stocks and bond yields lower. After reaching new record highs in late July, the S&P 500 Index dropped approximately 1.8% in August as trade concerns pressured investor...

A Fed Rate Cut and the Economy | Client Letter | August 1, 2019

We hope you have had an enjoyable summer! Thus far, temperatures have been at a maximum for much of the country, while typical summer storms have been at a minimum. A parallel can be drawn for the financial markets: Major stock indexes are hovering near record levels,...