Riding The Wave…For Now | Weekly Market Commentary | July 22, 2019

We are maintaining our year-end fair value target of 3,000 even though the index is very close to that level.

Portfolio Compass | July 19, 2019

Stock valuations remain favorable in our view, even with the S&P 500 Index near our year-end fair value target of 3,000.

Market Insight Quarterly | Second Quarter 2019

Stocks Rise, Rates Fall as Investors Position for Lower Rates

Q2 Earnings: Muddling Through | Weekly Market Commentary | July 15, 2019

We expect slightly positive earnings growth in the second quarter, with substantial drag from falling technology sector earnings.

Central Bank Check-In | Weekly Economic Commentary | July 15, 2019

Financial markets are focused on U.S. monetary policy, but the Federal Reserve (Fed) is only part of the story.

Market Insight Monthly | June 2019

U.S. economic data moderated in June as trade tensions plagued the global economy.

Job Market Stands Strong | Weekly Economic Commentary | July 8, 2019

Labor market conditions rebounded last month from a disappointing May, easing market worries about the impact of trade tensions on corporate hiring.

Taking Stock At The Halfway Mark | Weekly Market Commentary | July 8, 2019

Even after such a strong first half of this year, we think stocks may have more left in the tank.

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