Equity Market: Quarter in Review The U.S equity market ended the first quarter on a strong note with the S&P 500 posting a gain of 6%, driven by fiscal and...
News and Whitepapers
A market update with Marty LaPrade, CFA and Marc Davis, CFA. Recorded Feb. 5, 2021. Opinions expressed herein are subject to change.
Equity Market: Quarter in Review A global health pandemic and volatile US election campaign were no match for the market’s resilience as the S&P strongly rebounded from early losses to...
Equity Market: Quarter in Review The market surged to a 9% gain in the third quarter on electrifying returns from the tech sector and a steady current of low rates,...
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...
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...
Equity Market: Quarter in Review After a decade of clearing multiple hurdles with ease, the racing bull market tripped and suffered a career-ending injury as the market declined 35% before...