Our Perspective

2021 Year End Review & Outlook
Click here to download a .pdf of this report. Market Overview Inflation, Interest Rates and Volatility 2021 was another strong year in financial markets as domestic equities again delivered outsized returns and significant relative performance. With domestic equities positing three extraordinarily strong performances in a

2021 Mid Year Review & Outlook
Market OverviewFed Provides the Backstop and Markets Take Off - but Have They Rallied Too Far?The front half of 2021 sustained the trend experienced in the back half of 2020 as equities moved higher on prospects for a rebounding global growth story and continued accommodative

Inflation: How High Will it Go?
More Importantly, How High Will The Fed Let It Go? The chatter around inflation is building by the day it seems. The May CPI release expecting headline inflation to come in at 4.7% and core inflation at 3.5% (both figures are yr/yr) would mark the

2020 Year End Review & Outlook
Market Overview: The Return to Normal 2020 was certainly unique. While the COVID pandemic impacted nearly every aspect of our society and normal became anything but, financial markets performed relatively well. Massive monetary and fiscal stimulus buoyed financial markets and masked the full impact of

2020 Mid Year Review & Outlook
Market Overview: Fed provides the backstop and markets take off - but have they rallied too far?Significant monetary policy action by the Federal Reserve on the heels of a broad economic slowdown attributable to COVID-19 coupled with a major fiscal policy response through the passing

April 2020 Market Bulletin
Introduction:Many find themselves reflecting daily on the impact of the COVID-19 pandemic and we are no different (https://www.visualcapitalist.com/history-of-pandemics-deadliest/). We often reference the quote by Tony Hsieh, CEO of Zappos, and Technology Entrepreneur, “Things are rarely as bad or good as they seem.” – especially as