2024 Midyear Outlook Presentation

Expanding on our initial 2024 Outlook, “A Turning Point,” this midyear update offers fresh insights into the economic and market landscape, along with their potential impact on investment portfolios. VIEW THE WHOLE OUTLOOK PRESENTATION HERE THE ECONOMY: A TALE OF PROLONGED RESILIENCE, BUT A DELAYED LANDING ON THE HORIZON Economic growth has continued to surprise […]

2024 Midyear Outlook Letter

July 9, 2024 Dear Valued Investor, LPL Research recently unveiled Midyear Outlook 2024: Still Waiting for the Turn, the semi-annual report that recaps where markets and the economy have been over the first half of 2024. I am excited to bring you a few of the key highlights today.  As we reach the halfway point […]

July 2024 Client Newsletter

July 3, 2024 Dear Valued Investor, Stocks finished the first half of the year the same way they started — with solid gains. Strong rallies from big tech names, combined with somewhat softer economic and inflation data, helped propel the S&P 500 to its seventh monthly gain in the past eight months and set dozens […]

June 2024 Client Newsletter

June 5, 2024 Dear Valued Investor, April showers brought May flowers as markets placed greater importance on economic growth and corporate profits than the “higher for longer” interest rate messages from the Federal Reserve (Fed). In fact, the S&P 500 ended May above where it ended March. So, as you prepare for summer vacations, how […]

May 2024 Client Letter

May 1, 2024 Dear Valued Investor, After a strong first quarter for stocks, some April showers rained down as the S&P 500 fell about 4% last month. Hopefully those showers will bring some flowers in May, despite the widely cited stock market adage, “Sell in May and go away.” There is some merit to this […]

April 2024 Client Letter

April 3, 2024 Dear Valued Investor, The first quarter is in the books, and it was an excellent one for stocks. The S&P 500 index rode a resilient U.S. economy, easing inflation, rising corporate profits, and anticipation of summertime rate cuts from the Federal Reserve (Fed) to solid gains in March, the fifth straight winning […]