The Federal Reserve (Fed) has engineered a massive hawkish shift, causing a bit more stock market volatility recently. But how worried should investors be? Here we take a look back at historical perfo

Corporate America has been on quite a run. Coming into 2021, S&P 500 Index companies were expected to generate less than $170 in earnings per share. As 2022 begins, it looks like that number may e

Index Performance

U.S. and International Equities

Equities finished December on a strong note as both the S&P 500 Index and the Dow Industrials rose over 4%. These

In many ways, 2021 was a typical year for markets, but it also reinforced some basic market lessons that are hard to learn, even if they are not new. As we launch into the New Year, we’re highli

Here it is, our final blog of 2021, and what better topic than the blog itself and the readers who make writing it so rewarding.

Our aim with the blog is simple: every day provide market

The municipal market has been a relative bright spot for core fixed income investors in 2021. While most of the other “safe” parts of the core fixed income universe have generated negative

We expect interest rates to move modestly higher in 2022 based on near-term inflation expectations above historical trends and improving growth expectations once the impact of COVID-19 variants recede

We expect solid economic and earnings growth in 2022 to help U.S.  stocks deliver additional gains next year. If we are approaching—or are already in—the middle of an economic cycle w

We believe pent-up demand, gradual improvement in supply chain challenges, solid labor force growth, and productivity gains will all contribute to another year of above-trend economic growth in 2022.

Historically, December has been a great month for stocks, but now we have the Omicron variant causing major volatility and uncertainty. Still, we remain optimistic that the new worries will subside ov