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Research Publication

Road To Recovery Playbook Update | Weekly Market Commentary | March 30, 2020

Stocks soared last week, working off historically oversold levels.
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Research Publication

Policy-Driven Rebound |Weekly Market Performance| March 27, 2020

Stocks rebounded sharply this week even as the COVID-19 pandemic continues to spread rapidly in the United States.
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Research Publication

Client Letter | A Test of Our Resolve | March 24, 2020

The COVID-19 pandemic is a test of our resolve, but our optimism for the near-term future remains intact.
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Research Publication

Key Week for the Bottoming Process | Weekly Market Commentary | March 23, 2020

We are likely in recession now, though we won’t know that for sure until more timely data is released.
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Research Publication

Historic Volatility |Weekly Market Performance| March 20, 2020

Extreme volatility continued as the war against the coronavirus continues.
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Research Publication

Client Letter | A Clear Vision of Financial Goals | March 18, 2020

Maintaining a clear vision of long-term financial goals is a key to making it through market and global uncertainty.
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Research Publication

Road TO Recovery Playbook | Weekly Market Commentary | March 16, 2020

The global pandemic of COVID-19 has sent world equity markets into bear market territory.
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Research Publication

Bull Market Comes to an End | Weekly Market Performance | March 13, 2020

The longest bull market ever ended this week as the COVID‐19 (coronavirus) outbreak continued to spread.
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Research Publication

Client Letter | Managing Volatility | March 13, 2020

COVID-19 and the end of the bull market are the focus of our new letter.
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Research Publication

Global Portfolio Strategy | March 10, 2020

The COVID-19 outbreak roiled markets over the past two weeks, putting the S&P 500 into correction territory and near a 20% bear market decline.