Global Portfolio Strategy | May 4, 2022

Key changes from April report: No changes Stocks resumed their downward trajectory from earlier in the year as the S&P 500 Index slipped 8.8% in April, the worst April for the index since 1970. The loss, driven primarily by inflation and Federal Reserve rate hike...

Client Letter | April Showers Bring May Flowers | May 4, 2022

Dear Valued Investor, As we move into spring and leave behind the last signs of a long winter, many worries from a chilly start to the year for markets, unfortunately, are still with us. The S&P 500 Index had its worst April in more than 40 years, leaving the...

Market Week: May 2, 2022

The Markets (as of market close April 29, 2022) The markets seemed to react with fear last week. The major indexes fell, with about 90% of S&P 500 stocks losing ground and every major market sector closing in the red. Investors turned to bonds, sending the price...

Client Letter | An Attractive Entry Point | April 28, 2022

Dear Valued Investor, It has been a turbulent 2022 so far for investors. The S&P 500 Index is on track for its worst April in more than 40 years, the Nasdaq entered a bear market on April 26 with its more than 20% decline, and bonds, which typically provide...