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

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

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

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

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