In last month’s commentary, we highlighted the historically elevated level of debit balances in margin accounts. Although this metric is not incorporated into the models we employ since it doesn’t …

In this month's Manager Spotlight, we’re featuring Kensington Asset Management and their Managed Income Strategy, which, "uses a proprietary trend following model to identify and act on prevailing market sentiment" …

WEBINAR - MARKET UPDATE We hope you enjoy today's pre-recorded webinar from our Senior Vice President, Rob Peterson. During the webinar, he addresses many concerns over inflation and what it …

Behind ample support from loose monetary policy and multiple rounds of fiscal stimulus, markets have continued to grind higher since the start of April. Rotation continues to be a theme …

First Quarter 2021 Commentary Markets continued to rally in Q1 despite political and pandemic challenges, ending the quarter at or near all-time highs. Pandemic impacts are waning with the rate …

Following a volatile start at the beginning of the month marked by a significant short-term pullback, the broad market was able to recover its losses and continue its ascent upwards …

The stock market has been on a nice charge upward since the start of March. With herd immunity in sight and plenty of stimulus being thrown at the economy, stocks …

Many investors wait until they have “enough” money or for when it’s “a good time” to invest in the market. Making regular contributions regardless of these concerns is one of …

The stock market experienced its first significant bout of selling since the fall. The damage, however, was mostly confined to Tech and Growth related names. On the surface, the action …

After a strong start to the month, stock markets gave back a good portion of their gains late in February, spooked by a sharp increase in rate hike expectations as …