Market Overview Stocks began the year with modest declines, as the S&P 500 fell by just over 1% during January. Investors continue to wrestle with the crosscurrents of the ongoing Covid crisis and its economic implications on... Read more »
Current Views
January 21, 2021: Update on Financial Markets - A Stand-out Year – What We Think 2021 Will Bring
Published on Jan 21, 2021
John Roscoe, CFA, Chief Investment Officer and Senior Portfolio Manager and Sean Sokolowski, Investment Counselor, sit down to discuss: Overview: Looking back at 2020 and an early outlook on the economy and markets in 2021... Read more »
December 2020 | Equity Commentary
Published on Jan 8, 2021
Market Overview Stocks finished the year on a strong note, as the S&P 500 gained 3.7% for December and about 11.7% for the 4th quarter overall. We believe investor enthusiasm was largely driven by the FDA approval and initial... Read more »
After a Challenging Year, It’s Time to Prepare for 2021
Published on Dec 8, 2020
"After a Challenging Year, It’s Time to Prepare for 2021" 2020 has been a difficult year for many families, particularly those directly affected by the pandemic. The U.S. presidential election also weighed heavily on many, no... Read more »
Current Views Archives
Current Views and Opinions
News and Recognition
- February 2021 Memorial Business Journal: "Financial Market Update: What Will 2021 Bring?" by John Roscoe
- Jason Benowitz Featured in TD Ameritrade Network "On the State of the Economic Recovery"
- "Reddit Mania Overshadows Outstanding Earnings Season for Tech" Jason Benowitz's commentary featured in Bloomberg