Market Overview Stocks continued their ascent during August, as the S&P 500 hit a new all-time high and investors were encouraged by robust corporate earnings and some progress on trade. We continue to believe that strong... Read more »
Current Views
Healthy Economic Data and a Good Start to the Second Quarter Earnings Season
Published on Sep 12, 2018
Market Overview Healthy economic data and a good start to the second quarter earnings season lifted stocks during July, as the S&P 500 achieved a total return of 3.7% for the month. While trade concerns continue to be a focal... Read more »
Second Quarter 2018 Fixed Income Commentary
Published on Aug 2, 2018
Market Overview Over the course of 2017 and the first half of 2018 the Federal Reserve has raised interest rates. In June, the federal funds rate was adjusted upwards to a 1.75 – 2.00% target range. This has been the seventh 25... Read more »
Second Quarter 2018 Equity Commentary
Published on Jul 19, 2018
Market Overview Stocks advanced during the second quarter, with the S&P 500 gaining 3.4%. In our view, this was mainly due to a healthy domestic economy and strong corporate profits, which offset rising concerns over... 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