I hope you are well, enjoying the summer, and starting to get out and about. The grip of the pandemic continues to lessen, although the recent trouble with variants reminds us that we are not free and clear of this event. At the same time, the US economy continues to recover in a very robust [...]

The pandemic gripping the globe since early last year is beginning to abate. Over the coming years, there will be many lessons learned, but for now, one important lesson for investors to learn is that the stock market and Main Street are not one and the same. Making decisions based on that assumption can have [...]

Over the past two weeks, volatility has picked up and despite GREAT earnings reports from many S&P 500 companies, the market has experienced some big down days - today seems to be another one. Has something changed?  I don't think so. While we have experienced a number of down days, we have also experienced some [...]

I hope you are all well and enjoying a beautiful spring.  We continue to see mixed messages with respect to the progress of the pandemic.  Things are not completely back to normal but the progress toward such is certainly underway. Currently, we are in the middle of earnings season with corporate America reporting results for [...]

Between the end of last year and mid-February, the market hit a series of all-time highs.  Even with optimism over the prospects for enough vaccine for all Americans by June, the mood of the market seems to have dimmed over the last few weeks. Does this shift suggest we have seen the highs for the [...]

Twenty-twenty (2020) was a year of head-scratching drama. The year started off great with low unemployment, an economy humming along, and the stock market hitting all-time highs in mid-February.  Then things began to fall apart. The pandemic gripped the world's attention; the market sold off roughly 34% in just a little over a month; and [...]

Talk about a roller-coaster – 2020 was the king-daddy of them all!  And while it’s not over just yet, I hope we can feel the intensity of the ride diminishing as if we were coming around that last corner of a real roller coaster. The vaccine is here; treatments and tests for the virus are [...]

As we head toward year-end, it is easy to chalk up 2020 to a crazy year where nothing made sense. Aspects of that might be true for living through pandemic-induced lockdowns, re-openings, and a Presidential election. But since the early days of the initial market sell-off (late February through mid-March), the market is largely [...]

Let me begin by commenting on the election and the market’s reaction thus far. While many likely expected market upheaval resulting from a delayed election outcome, that has not been the case. The market was up sharply on Monday and that trajectory continued through yesterday with the S&P 500 up over 7% through yesterday. Better [...]