After enjoying the stock market’s advance in each consecutive month so far in 2019, over the past week investors hit a speed bump, as U.S.-China trade issues have returned to weigh on sentiment. Headlines and signals emanating... Read more »
Current Views
Latest Market Commentary
Published on May 13, 2019
Market Overview Economic conditions in China appear to be improving. In March, the manufacturing PMI returned to a level indicative of expansion for the first time in 4 months, and factory output reached its strongest level since... Read more »
Current Income Portfolio - First Quarter Commentary
Published on Apr 26, 2019
Market Overview The beginning of 2019 saw a reversal of the credit market themes that dominated the closing months of 2018. With the exceptions of U. S. Government and very high-grade corporate issues, most of the domestic credit... Read more »
First Quarter 2019 | Equity Commentary
Published on Apr 15, 2019
Market Overview Stocks enjoyed a strong start to the year, as the S&P 500 advanced about 13.7% during the 1st quarter. We believe that optimism regarding a potential US China trade deal and an increasingly dovish Federal... Read more »
Current Views Archives
Current Views and Opinions
News and Recognition
- May 23, 2019: Jason Benowitz, CFA was quoted in the Reuters article, “Best Buy keeps full-year view, warns of higher prices from more tariffs”
- May 3, 2019: Jason Benowitz, CFA was quoted in the Bloomberg article, “If This Is a Tech Bubble in Stocks, It's the Expansionary Phase”
- May 2019 The Director: "Charting the Course" by Vicki Fillet