A Discussion on Index Risk and Concentration with Marty LaPrade, CFA. Video recorded 7/29/2020; all data as of 6/30/2020. The opinions expressed herein are subject to change. Please contact us...
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Equity Market: Quarter in Review The second quarter came and went without a Coronavirus vaccine, but stimulus packages from the Fed and Congress turned out to be the cure for...
The onset of COVID-19 put the economy in peril and caused a substantial correction in markets. The Federal Reserve implemented several steps and we specifically discuss their corporate bond buying...
December 31, 2019 Volume 22; Issue 4 Equity Market: Quarter in Review Investors who were savvy enough to ignore the overwhelming amount of 2019 predictions for a muted, or even...
September 30, 2019 Volume 22; Issue 3 Equity Market: Quarter in Review Volatility continued to reign supreme in the market as the S&P 500 endured a rocky ride led by...
June 30, 2019 Volume 22; Issue 2 Equity Market: Quarter in Review The S&P 500 produced an impressive 4.3% gain despite a volatile quarter as changing sentiment from the Fed...
March 31, 2019 Volume 22; Issue 1 Equity Market: Quarter in Review The stock market celebrated the 10th anniversary of the current bull rally by charging 13.7% higher – its...
December 31, 2018 Volume 21; Issue 4 Equity Market: Quarter in Review The tone of the equity market shifted dramatically as the S&P 500 fell more than 13%, its worst...
September 30, 2018 Volume 21; Issue 3 Equity Market: Quarter In Review The equity markets continued their trek higher during the quarter as the major indices added another 7-9% gain...
June 30, 2018 Volume 21; Issue 2 Stock Market: Quarter In Review The equity markets rebounded in the second quarter after the first bout of volatility in almost two years...