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    Q3 2021 Market Comments

    Volatility increased dramatically after several months of lackluster activity. This year, September lived up to its historical reputation as the worst month for equities.

    Financial Insights

    The Budget and the Debt Ceiling: Federal Spending in the Crosshairs

    On September 28th, Treasury Secretary Janet Yellen informed Congress that the government will be unable to pay all of its bills if Congress does not raise the debt ceiling by October 18th.

    Financial Insights

    Too Hot to Handle: What's Ahead for the U.S. HousingMarket?

    Prices are so high that some buyers are backing off, but demand remains strong and will outstrip housing supply for the foreseeable future.

    Financial Insights

    August 2021 Market Commentary

    Global equity prices were widely mixed in August. Large cap growth stocks continued their year long uptrend but other asset classes, especially small cap and value issues, clearly lagged.

    Financial Insights

    July 2021 Market Commentary

    July equity performance was narrowly mixed. There were several steep declines leading to equally steep recoveries, but overall, investors saw little net change in values.

    Financial Insights

    Q2 2021 Market Comments

    June was abnormally quiet for equities across the globe despite a few sharp rallies and declines. Most markets were narrowly changed in the month.

    Financial Insights

    May 2021 Market Commentary

    May was a modest extension of the positive pattern that has been in place most of this year. Domestic Value indexes still lead all YTD performers.

    Financial Insights

    Uncertainty Developing

    An unexpectedly weak employment report and a jump in inflation at the consumer level were sufficient to derail, at least temporarily, the “recovery bull market” that has persisted since last April.

    Financial Insights