Stocks closed out 2019 in robust fashion with the S&P 500 gaining 8.5% for the fourth quarter. We believe that investors were encouraged by the fact the US and China announced that they have reached a phase I trade deal, as... Read more »
Current Views
Equity Commentary | November 2019
Published on Dec 16, 2019
Trade talks between the US and China continued to make headlines during November. China took several steps which encouraged investors that the likelihood of a near-term deal could be moving higher. These included raising... Read more »
Equity Commentary | October 2019
Published on Nov 12, 2019
Stocks hit record highs during October, as optimism grew that the US and China were progressing towards the first phase of a trade agreement, and economic data firmed. Investors were also encouraged by the Federal Reserve, which... Read more »
Third Quarter 2019 Equity Commentary
Published on Oct 21, 2019
Stocks moved higher during the 3rd quarter, as the S&P 500 returned just over 1% for the period. Though modest in absolute terms, these gains were generated amid heightened political and geopolitical tensions, and uneven... Read more »
Current Views Archives
Current Views and Opinions
News and Recognition
- February 2020 The Director: "How Much Do You Really Need" by Vicki Fillet
- January 2020 The Director: "Decoding Succession and Exit Planning" by Vicki Fillet
- December 16, 2019: Jason Benowitz, CFA was quoted in the Wall Street Transcript's article, “5G Stock is One of Many Top Picks from this Veteran Portfolio Manager”