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Fourth Quarter, 2019

2019 was a spectacular year for investors, with every major asset class posting strong returns, despite many economic and geopolitical concerns throughout the year. At the beginning of the year, the federal government was partially shutdown, global manufacturing was declining and the trade war with China was becoming a meaningful [...]

2021-02-09T09:59:24-06:00December 31st, 2019|Market Commentary|

Third Quarter, 2019

Over the past few quarters, our views have remained consistent. The global economy is experiencing lackluster growth, inflation is subdued, the labor market remains strong, but uncertainty domestically and abroad has taken hold of markets and businesses. Strategically, we think it is prudent to be cautious with asset allocation, but [...]

2021-02-09T10:11:48-06:00September 30th, 2019|Market Commentary|

Third Quarter, 2018

The economic expansion has accelerated this year, largely due to economic stimulus from tax reform, and will likely remain strong going into 2019. The impact of tax reform will fade eventually, and continued economic growth above 3% will require stronger capital investment, a more favorable trade environment and higher productivity. [...]

2021-02-09T10:31:18-06:00September 30th, 2018|Market Commentary|
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