June 19, 2024 | Weekly Market Commentary

Keep Calm and Clip Bond Coupons

Printer Friendly Version With a Federal Reserve (Fed) meeting, a Bank of Japan (BOJ) meeting, two very important inflation reports, …

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June 6, 2024 | Client Letter

Stocks Benefit From Solid Fundamental Foundation

April showers brought May flowers as markets placed greater importance on economic growth and corporate profits than the “higher for …

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June 3, 2024 | Weekly Market Commentary

Adjusting the Sector Sails: Strong May Takeaways and a June Stock Setup

Printer Friendly Version To say May was an eventful month for the market is an understatement. Investors navigated around the …

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May 28, 2024 | Weekly Market Commentary

Earnings Are Doing Their Part: Exploring Q1 Earnings

Printer Friendly Version The first quarter earnings season is largely in the books, and it was excellent. In fact, S&P …

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May 20, 2024 | Weekly Market Commentary

How’s It Going? Depends on Who You Ask in a Post-Pandemic Economy

Printer Friendly Version The post-pandemic economy is treating people very differently, creating a headache for central bankers. The extreme differences …

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May 13, 2024 | Weekly Market Commentary

Preferred Securities: Still Our Preferred Non-Core Bond Sector

Printer Friendly Version It continues to be a challenging environment for a lot of fixed income markets, especially higher quality …

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May 6, 2024 | Weekly Market Commentary

Sell in May? Maybe Not. More Rhyme Than Reason

Printer Friendly Version “Sell in May and Go Away” is one of the most widely used maxims on Wall Street. …

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May 1, 2024 | Client Letter

Navigating May’s Stock Market Outlook

After a strong first quarter for stocks, some April showers rained down as the S&P 500 fell about 4% last …

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April 29, 2024 | Weekly Market Commentary

That Was Quite a Week: A Pivotal One for the Markets

Printer Friendly Version Last week was a pivotal one for markets, with the S&P 500 coming off a 3% weekly …

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Volatility Is Back

April 22, 2024 | Weekly Market Commentary

Volatility Is Back: Understanding Ever-Changing Market Narrative

Printer Friendly Version Volatility has come back into the market as the narrative shifted toward a higher-for-longer monetary policy backdrop. …

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April 15, 2024 | Weekly Market Commentary

Revisiting Energy: How Rate Cuts Could Benefit the Space

Printer Friendly Version As the first quarter earnings season kicked off on April 12, expectations for the energy sector were …

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November 20, 2023 | Weekly Market Commentary

Anatomy of a Market Rally: Looking at Key Catalysts

Printer Friendly Version As the market appears to be taking a rest and consolidating its $2.7 trillion rally leading up …

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Is the Stock Market Correction Over?

November 13, 2023 | Weekly Market Commentary

Is the Stock Market Correction Over?

Printer Friendly Version There is nothing like an eight-day winning streak to change the market narrative. Stocks have quickly gone …

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Can Muni Investors Catch a Break? We Think So

November 6, 2023 | Weekly Market Commentary

Can Muni Investors Catch a Break? We Think So

Printer Friendly Version It’s been another volatile year for municipal (muni) investors this year. While generally outperforming U.S. Treasuries, the …

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Offering Thanks

November 1, 2023 | Client Letter

Offering Thanks

Dear Valued Investor, The penultimate month of the year is often a time to reflect and offer thanks. And while …

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