Research

Client Letter | Positive Territory | August 6, 2020

The battle versus COVID-19 continues. The spread in some of the recent hotspots like California and Florida is slowing, while states in the Northeast and Midwest are now experiencing increases in cases. According to the World Health Organization, 27 vaccines are in...

Market Insight Quarterly| Second Quarter 2020 | July 21, 2020

BEST QUARTER IN MORE THAN 20 YEARS FOR STOCKS AS ECONOMY REOPENS S&P 500 Index has its best quarter ever. The S&P 500 Index followed up first quarter 2020, one of its worst quarters ever, with its best quarter since 1998, returning 20.5%. The broader Russell...

Client Letter | Midyear Outlook 2020 | July 14, 2020

We are at the midpoint of 2020, and it would be an understatement to say it’s been a challenging year so far in the United States and around the world. We’ve faced health, social, and economic crises that continue to impact our communities and our economy. That’s why...