Insights
Our Latest Insights
Staying Calm Despite Transitions in the Market and Economy
“Patience Is a Virtue.” “Good Things Come to Those Who Wait.” – English Poets, William Langland and Lady Curie, respectively The first five months of 2022 have no doubt tried the patience of all investors. We know the fundamentals of our economy...
April Tested Investors’ Souls, But We Stand By Our Base Case
“And now you know the rest of the story.”–Paul Harvey, Iconic American Radio Broadcaster Stocks Took a Beating in April There’s simply no doubt about it… April 2022 was an ugly month for U.S. stocks. The S&P 500 declined 8.8%,1—its worst month since the awful 35%...
Patience and Poise Is Required… Still Positive but Expect More Sobering Returns for the Year
“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.”- Peter Lynch, well-known investor Market Shows Resiliency Once again, the U.S. stock market proved to be...
Headlines Creating Jitters and Volatility… Positive Longer-Term Story Remains Intact
What goes up must come downSpinnin’ wheel got to go ‘roundTalkin’ ‘bout your troubles it’s a cryin’ sinRide a painted pony let the spinnin’ wheel spinDid you find the directing sign on theStraight and narrow highwayWould you mind a reflecting signJust let it shine...
Off To a Rough Start To The Year…Patience Should Be Rewarded As 2022 Evolves
Come writers and criticsWho prophesize with your penAnd keep your eyes wideThe chance won’t come againAnd don’t speak too soonFor the wheel’s still in spin –Lyrics taken from Bob Dylan’s 1964 classic song, “Times They Are A-Changin’ A look At The S&P 5001 We...
Fantastic Close To 2021… What’s in Store For 2022?
“You got to let me know…should I stay or should I go?” - Lyrics from the 1980’s hit song from The Clash The S&P 500 finished the year in strong fashion, posting another record close at the end of December. This marked its 70th new high during the year and resulted...
