Client Letter
Riding The Wave…For Now | Weekly Market Commentary | July 22, 2019
We are maintaining our year-end fair value S&P 500 target of 3,000 even though the index is very close to that level…
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A Consumer-Driven Quarter | Weekly Economic Commentary | July 22, 2019
U.S. economic growth lately has been squarely on consumers’ shoulders. Consumer spending likely added about 2.8% to second quarter gross domestic product (GDP)…
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Portfolio Compass | July 19, 2019
Stock valuations remain favorable in our view even with the S&P 500 Index near our year-end fair value target of 3,000…
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Market Insight Quarterly | Second Quarter 2019
First quarter gross domestic product (GDP) rose 3.1%, according to the first revision released May 29…
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Market Insight Monthly | June 2019
The June jobs report was weaker than expected, fueling worries that trade tensions have infiltrated an otherwise solid U.S. labor market…
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