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

Current Views

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 »

November 2020 | Equity Commentary

Market Overview Markets enjoyed an historic November, with multiple indices hitting all-time records, including the S&P 500 which was about 11% higher for the month. Investors were likely encouraged by better than expected... Read more »

October 2020 | Equity Commentary

Market Overview Stocks finished lower during October, as the S&P 500 declined about 3% for the month. While the economy continues to heal, markets have been buffeted by the sharp increase in coronavirus cases in the U.S. and... Read more »

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