Our Commentary

For investors, bear markets (a stock market decline of 20% or more) are obviously very unpleasant.  However, through history they

2022 Investment Outlook While markets ended 2021 on a high note, with U.S. stock indexes essentially at their all-time highs,

Markets remain mostly content as we head into the Thanksgiving Day holiday.  U.S. equity indexes are close to their all-time

With the end of 2021 approaching, and with historically low tax rates likely to increase, now is an excellent time

In general, 2021 has been a productive year so far for investors.  Most major equity indexes in the U.S. and

Taxes can be a big drain on investors seeking to retain or increase their wealth.  Thus, it makes good sense

Global financial markets had a remarkably serene and productive summer in the face of several challenges to investor sentiment, with

Despite the challenges to investor sentiment in recent weeks, U.S. stocks have been resilient and unwilling to retreat much from

Markets Buoyant So Far in 2021 Global equity markets notched strong performance in the first half of 2021 as Covid