Off to a Strong Start

If it seems like the financial markets have been off to an unusually strong start to the year—you are correct. The S&P 500 Index has risen for four consecutive months, resulting in the strongest start to a year in more than 30 years! To be fair, the early gains included recovery from oversold market conditions  Read more ➝

Bull Market Reaches 10 Years

The S&P 500 Index has staged an impressive rally after nearly entering a bear market December 24, with U.S. stocks notching their best start to a year since 1991. Stocks have climbed the “wall of worry” once again, but global uncertainty persists as the bull market nears its tenth anniversary. While the road to new  Read more ➝

The Shutdown Effect

By Jay Sanford, Director, Investment Strategy As the political football of another shutdown is being thrown around, we thought we would share some anecdotal information to put some things into perspective, both for the good and not so good. As some of you know if you have been around me, seen me present in front  Read more ➝

Stocks Warm Up in January

Most of the country might still be in the throes of the winter, but after extreme cold throughout many parts of the United States, thankfully the weather has warmed up. Stocks followed a similar path, warming up in January after a chilling December. Since the lows in December, the market is up more than 16%  Read more ➝

A New Year’s Perspective

It’s a new year and resolutions are in place, but investors in the financial markets may be struggling to find their optimism. The past several weeks have been very difficult, as the stock market sell-off resulted in the worst December performance since 1931. It’s understandable how such a dramatic decline can deliver a blow to  Read more ➝

The Ups and Downs of 2018

By Jay Sanford, Director, Investment Strategy We felt it would be a good time to check in now that the elections are over and the holidays are in sight. As stated at the beginning of the year, we thought we could see positive single digit returns in the markets, with an increase in volatility.  We  Read more ➝

Alert Bells Are Ringing

By Jay Sanford, Director, Investment Strategy History shows you can follow certain indicators to get a decent gauge of where we are in the market cycle.  If you saw our Mid-Year Outlook, you know we are looking at various indicators which include the yield curve (my personal favorite), peak manufacturing and peak earnings to name  Read more ➝