Research

Portfolio Compass | November 20, 2019
Relative valuations and the latest move higher in interest rates favor value stocks, but recent Federal Reserve (Fed) rate cuts and slowing economic growth favor growth…

Recession Watch | Weekly Market Commentary | November 18, 2019
Why would we write a report about recession with the S&P 500 at record highs? Consider it a check-up. Just because you feel good doesn’t mean you skip your annual physical at the doctor…

Market Insight Monthly | October 2019
Gross domestic product (GDP) grew 1.9% in the third quarter, its slowest pace of growth since the fourth quarter of 2018.

A Tale of Two Economies | Weekly Market Commentary | November 11, 2019
Consumer spending has powered the U.S. economy this year as businesses curb investments, waiting for trade and geopolitical uncertainty to fade.

Reaching New Highs | Client Letter | November 7, 2019
Turning the calendar from October to November brought more than trick-or-treaters, pumpkins, and leaves to rake…
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