As we head into the Fall, uncertainty continues to overshadow the investment landscape. With over a year into the recovery already passed, investors are struggling with the need to stretch …

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 …

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 …

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 …

At a time when equity valuations are within striking distance of record highs, accompanied by pockets of investor euphoria, there is growing concern the recent rise in interest rates could …

The market’s relentless march upward has continued into the new year. Despite difficult economic circumstances, stocks continue to be in demand. While the market has gotten expensive in terms of …

A widespread uptick in COVID-19 cases in the U.S. and elsewhere is triggering more severe lockdowns as the year-end holiday season approaches. Ordinarily, one would expect markets to be under …

After the year we have had its easy to understand how investors may have become fatigued and disoriented. Taking a step back and looking at things over a longer time …