top of page
Insights
Read about the latest thinking from our portfolio managers pertaining to our business.
Search


Weekly Market Update – December 18, 2023
Get your Weekly Market Update and find out about upcoming events and news – December 18, 2024- from chesleytaft.com

Taylor Champion
Dec 18, 20232 min read


Weekly Market Update – December 11, 2023
Get your Weekly Market Update and find out about upcoming events and news – December 11, 2023- from chesleytaft.com

Taylor Champion
Dec 11, 20232 min read


Weekly Market Update – December 4, 2023
Get your Weekly Market Update and find out about upcoming events and news – December 4, 2023- from chesleytaft.com

Taylor Champion
Dec 4, 20232 min read


Weekly Market Update – November 20, 2023
Get your Weekly Market Update and find out about upcoming events and news – November 20, 2023- from chesleytaft.com

Taylor Champion
Nov 20, 20232 min read


Inflation and Interest Rates
Inflation cools to 3.9% in Q3, but the Fed keeps rates high. S&P down 3.27%. We're ready to navigate this volatility!

William A. Goldstein
Oct 6, 20231 min read


The Fed vs. Inflation
The Fed's interest rate hikes aim to combat inflation. While the S&P 500 rose 16.9%, we're focused on disciplined investing.

William A. Goldstein
Jul 14, 20231 min read


Good was Bad, Bad was Good, The Consensus was Wrong
Q1 2023 was unpredictable: Good news spurred market drops, bad news rallied stocks. S&P up 7%! We stick to long-term investing.

William A. Goldstein
Apr 5, 20231 min read


2022 Year in Review and 2023 Market Outlook
2022 surprised us with inflation and Fed rate hikes, leading to market corrections. But optimism remains for a recovery in 2023!

Brian Zavalkoff
Jan 9, 20238 min read


Opportunity Doesn’t Knock
The S&P 500 fell 18% amid rising uncertainties. Remember, market lows often signal future gains. Stay confident in your strategy!

William A. Goldstein
Jan 8, 20231 min read


Tackling Inflation
U.S. inflation exceeds 8%! Fed raises rates by 0.75% again, but patience and investment in essentials can hedge against inflation.

William A. Goldstein
Oct 10, 20221 min read


A Cloudy Crystal Ball, But…..
Stocks fell 20% in 2022 amid rising inflation and interest rates. Patience may reward investors as market corrections create opportunities.

William A. Goldstein
Jul 7, 20221 min read


A First Half to (Not) Remember
The first half of 2022 saw the worst equity performance since 1970, with rising inflation and interest rates prompting recession fears.

Brian Zavalkoff
Jul 5, 20222 min read


Keep Calm and Carry On Redux
April was tough for investors, with inflation and global crises driving market declines. A recession could bring long-term benefits.

Joan Giardina
May 3, 20223 min read


Caught in a Negative Feedback Cycle
In 2022, markets corrected with the S&P 500 down 12.9%. Rising inflation and Fed rate hikes raise recession odds, but valuations improve.

Brian Zavalkoff
May 2, 20224 min read


What Do I Own?
Q1 2022 saw record volatility from inflation, oil prices, the Ukraine invasion, and rising rates. Quality companies are key to resilience.

William A. Goldstein
Apr 5, 20221 min read


Quick Market Update - 1/19/22
Get your Weekly Market Update and find out about upcoming events and news – January 19, 2022- from chesleytaft.com

Brian Zavalkoff
Jan 20, 20221 min read


2021 A Year of Risk
Despite challenges, the S&P 500 rises as patient investors focus on quality stocks; optimism prevails for 2022!

William A. Goldstein
Jan 6, 20221 min read


2021 Year in Review and 2022 Market Outlook
2021 saw strong earnings growth, pushing the S&P 500 up 28.7%. What’s in store for 2022? Moderation with robust economic indicators!

Brian Zavalkoff
Jan 4, 20227 min read


Uncertainty Breeds Volatility
Despite market volatility, S&P 500 up 16% YTD. Focus remains on investing in quality companies with strong fundamentals.

William A. Goldstein
Oct 7, 20211 min read


Has the year-to-date increase in the S&P 500 been irrational?
S&P 500's rise matches earnings growth, reflecting a rational market trend despite concerns about jobs and inflation.

Brian Zavalkoff
Sep 14, 20212 min read
bottom of page
