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Sharing current views and opinions showcases the thought leadership we bring to our clients.

Current Views

January 2021 | Equity Commentary

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 »

January 21, 2021: Update on Financial Markets - A Stand-out Year – What We Think 2021 Will Bring

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

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

"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 »

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