The Big Questions
Looking to 2021 there are several reasons for economic optimism: A Covid-19 vaccine is in the process of delivery. Government stimulus...
top of page
Insights
Read about the latest thinking from our portfolio managers pertaining to our business.
Search
Brian Zavalkoff
- Jan 4, 2021
- 5 min
2020 Year in Review and 2021 Market Outlook
2020 Year in Review As I ponder how to describe 2020, I struggle to find appropriate words. Let me begin by borrowing a sentence I used...
Joan Giardina
- Dec 19, 2020
- 3 min
“Keep Calm and Carry on” #8
December 31st is taking on a lot of significance this year. It is an artificial deadline, but it is also an opportunity to take stock of...
Joan Giardina
- Sep 28, 2020
- 3 min
“Keep Calm and Carry on” #7
It doesn’t get any easier. Sources of anxiety are coming at us from multiple fronts--the corona virus, politics and issues of social...
Joan Giardina
- Jul 9, 2020
- 3 min
“Keep Calm and Carry on” #6
Our ability to achieve calmness is rooted in perspective. The current environment poses difficult challenges in finding the right...
William A. Goldstein
- Jul 7, 2020
- 1 min
Second Quarter 2020 Review
On Monday March 23rd, as I sat thinking about my quarterly letter, the Standard & Poor’s 500 Stock Index closed at 2,237.4. Today, as I...
Joan Giardina
- May 11, 2020
- 3 min
“Keep Calm and Carry on #5”
On the surface things seem calm enough. The stock market certainly is showing signs of, if not calmness, at least of stabilization. We...
Joan Giardina
- Apr 15, 2020
- 2 min
Keep Calm and Carry On #4
As we continue to deal with pandemic’s effects, the theme remains the same even as the situation evolves. In the last couple of weeks,...
William A. Goldstein
- Apr 11, 2020
- 2 min
Uncertainty
I hope that you and those close to you have been able to maintain good health and balance during this confusing time of Covid-19. In...
Joan Giardina
- Mar 31, 2020
- 2 min
Keep Calm and Carry On #3
We are now in week three of stay at home and we have adopted new routines and are settling into this temporary normal. But staying calm...
Joan Giardina
- Mar 15, 2020
- 2 min
Keep Calm and Carry On #2
In my last market note I left you with the adage, “Keep calm and carry on”. A couple of weeks later this advice is still valid but it...
Joan Giardina
- Feb 26, 2020
- 2 min
Keep Calm and Carry On
The last couple of days the stock market has reacted strongly to news of the COVID-19 virus spreading more widely. The effects of the...
William A. Goldstein
- Jan 13, 2020
- 1 min
2019 Year-End Comments
“There are two kinds of forecasters: those who don’t know and those who don’t know they don’t know.” —Economist, John Kenneth Galbraith...
Brian Zavalkoff
- Jan 6, 2020
- 6 min
2019 Year in Review and 2020 Market Outlook
2019 Year in Review 2019 was a spectacular year for global financial markets. US equities (the S&P 500) rose 31.5%, international...
William A. Goldstein
- Jul 10, 2019
- 2 min
Fed Up
On July 3rd, The Standard & Poor’s 500 Stock Index reached a new all-time high of, 2,995.84. This event took place while the debate over...
William A. Goldstein
- Apr 11, 2019
- 1 min
The Fed Backpedals
Fourth quarter last year, Federal Reserve Chairman Jerome Powell confirmed that the Fed expected to raise short term interest rates three...
William A. Goldstein
- Jan 9, 2019
- 1 min
Why Did It Feel So Bad?
The volatile stock market swings of 2018 made most investors feel uneasy. After ten consecutive years of rising stock prices since 2008,...
Brian Zavalkoff
- Jan 9, 2019
- 5 min
2018 Year in Review and 2019 Market Outlook
2018 marked the return of more typical volatility to global equity markets. During 2018, U.S. equity markets (as measured by the S&P 500)...
Brian Zavalkoff
- Oct 22, 2018
- 4 min
October Market Correction — Factors, Pillars and Actions
After rising by 11.5% year-to-date through October 3rd, and after hitting our full year forecast for 10%-15% gains as outlined in our...
William A. Goldstein
- Oct 11, 2018
- 2 min
What Price Growth?
The S & P 500 Stock Index rose 7.71% for the third quarter, as growth stocks led the equity markets to new highs. Many high growth...
bottom of page