Q1 2023 Market Commentary
It is a collaboration with our clients that spans technical details, emotional needs, and the irrational and unexpected elements of life goals that makes possible the process of determining the path forward.
Q4 2022 Market Commentary
Financial markets, much like our weather, are usually mild and uneventful. What sticks in people’s minds, however, are the extreme events.
Q3 2022 Market Commentary
The essence of elasticity is reversibility. While financial markets don't behave in such simplified ways, the same concept can be helpful to consider during periods of dramatic price appreciation or decline.
Q2 2022 Market Commentary
Reflecting on past periods of economic and political turbulence won’t provide a precise roadmap for the current moment, but it can provide a comforting reminder about the longer arc of progress.
Q1 2022 Market Commentary
We expect commodity prices to remain elevated in the near term and any recovery in stock and bond prices to be tempered while investors reevaluate growth expectations in a less interconnected world.
Q4 2021 Market Commentary
January brings the annual tradition of envisioning the year ahead. In financial markets, this means attempting to predict what can not be controlled.
Q3 2021 Market Commentary
Investor sentiment is slowly shifting from the optimism of early-2021 when investors believed ‘when this pandemic is over, things will be better,’ to a more pragmatic outlook that acknowledges the pandemic is not over and may linger.
Q2 2021 Market Commentary
Global economic activity has picked up over the last three months, reflecting pent-up demand but still faces several road bumps as the pace of recovery varies between nations.
Q1 2021 Market Commentary
In the current pattern of growth, interest rates are likely to be volatile while both production and employment are recovering, and equity prices are likely to behave in kind.
Q4 2020 Market Commentary
As we enter 2021, we expect to encounter potholes as well as progress, with an uneven path to global economic recovery over at least another year or two.
Q3 2020 Market Commentary
A "K" shaped pattern recognizes the dramatic variation in recovery among different industries, demographics, and individuals, and highlights the current inequality in our economy.
Q2 2020 Market Commentary
We observe the shock of the initial coronavirus crisis evolving into energy for creative economic recovery.
Q1 2020 Market Commentary
Our world is moving at breakneck speed as we ramp up the production of essential items, medical equipment, and vaccines to tackle the current health crisis. The financial markets fluctuate like a roller-coaster in time with the news cycle as they try to respond to each new development.
Q1 2020 - Mid-quarter Commentary
The Coronavirus leads most news headlines with effects spreading across the globe. Partners Kate Campbell King, CFP® and Brian Kozel, CFP® sat down to discuss the current state of the financial markets and how a sudden and unexpected risk is reflected in our investment strategies.
Q4 2019 Market Commentary
Is the stock market 'super-saturated'? What happens next? We explore how current policy conditions create risk, and, counterintuitively, how feelings of concern about market, social, and environmental risks can pave the way to a stronger economy and future growth.
Partners Kate Campbell King, CFP® and Brian Kozel, CFP® sat down to discuss the current state of the financial markets, the difference between trading and investing, and the power of donor-advised funds.
Q3 2019 Market Commentary
Today, there is a growing consensus that the short term in the market is becoming riskier. We don't disagree. In our latest market commentary, we look at the "lend and spend" strategy of lowering interest rates to promote economic growth.
For our Q3 mid-quarter commentary, partners Kate Campbell King, CFP® and Brian Kozel, CFP® sat down to discuss the current state of the financial markets and the firm's approach to managing client portfolios.
Q2 2019 Market Commentary
Today’s economy has been sending signals that it is in its final innings. The stock market goes up and down in price trying to discern the direction of the game.
Q1 2019 Market Commentary
FOMO is the new version of greed, and it has developed amazing velocity in our hyper-connected world of hyper-productivity. Our latest market commentary explores how instinctive thinking is affecting our financial markets.