by Jeff Krumpelman, CFA® | Oct 1, 2026 | Insights
September brought a return of volatility, but closed out another strong quarter for the market. The S&P 500 finished the month down -0.3%, bringing year-to-date returns to 12.75%. But beneath the index level, the story was more mixed. Small Cap stocks struggled,...
by Jeff Krumpelman, CFA® | Sep 2, 2026 | Insights
“You’ve got to know when to hold ’em, know when to fold ’em”– Kenny Rogers, “The Gambler” There was no shortage of headlines this month to test investor resolve. Long-term Treasury yields climbed to multi-decade highs amid renewed concerns about deficit and inflation....
by William Greiner, CFA® | Aug 6, 2026 | Insights
If there are two economic measures which reflect economic macro-trends better than others, they have to be GDP growth and inflation. These two economic measures contain data which drives job creation, the cost of living, interest rates and corporate profits. GDP...
by Jeff Krumpelman, CFA® | Jul 1, 2026 | Insights
The S&P 500 finished June down 2.9%, but still closed the second quarter with a very healthy 13% return1. Through the first half of the year, the index has gained 8%, keeping it well on pace toward our year-end price target. As we’ve discussed throughout the year,...
by Jeff Krumpelman, CFA® | Jun 4, 2026 | Insights
Less than a month to go before “halftime” in 2026 and, so far, global equity returns are solidly good. The S&P 500 has advanced almost 11% in price through May, while the small cap laden Russell 2000 index has surged almost 18% in price. On the international...
by Jeff Krumpelman, CFA® | May 7, 2026 | Insights
The S&P 500 rebounded sharply in April, rising 10.5% and bringing year-to-date returns to 5.7%. Looking across major indices, emerging markets and small cap stocks outperformed the S&P 500, while developed international equities posted solid, albeit less...
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