Stocks closed out the 2nd quarter in robust fashion, lifting the S&P 500 to about a 4.3% gain for the period. Investors were encouraged by the resumption of trade negotiations between the US and China. While we believe a... Read more »
Current Views
Equity Commentary | May 2019
Published on Jun 11, 2019
Market Overview Trade issues were once again a focal point for capital markets during May. While investors came into the month optimistic that a deal with China was nearing completion, things appear to have taken a significant... Read more »
Six Market Thoughts on Trade, Tariffs, China, and Choppy Markets
Published on Jun 5, 2019
- Politics don’t seem to matter much to markets until they matter - The S&P 500 is down about 7% from its late-April high - The yield curve inversion seems to be giving investors jitters of recession As usual, there is a lot... Read more »
Recession?
Published on May 23, 2019
If one were prone to worry, there are lots of things to be uneasy about. Ongoing tensions in the international political situation might be a good place to start, with trade disputes front and center. It appears that the markets... Read more »
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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”