Global Portfolio Strategy | August 3, 2022

Global Portfolio Strategy | August 3, 2022

Key changes from July report: No changes. Stocks rose in July as the S&P 500 Index gained 9%, though the index still remained down 13% for the year as of July 29. Investor sentiment garnered support from better-than-feared earnings results, evidence of peak...
Client Letter | Big Week for Market Watchers | August 3, 2022

Client Letter | Big Week for Market Watchers | August 3, 2022

Dear Valued Investor, Last week was epic for market-watchers. A Federal Reserve (Fed) rate hike, a much-anticipated gross domestic product (GDP) report, and the busiest week of earnings season got most of the headlines. There was even a surprise out of Washington...
What a Week | Weekly Market Commentary | August 1, 2022

What a Week | Weekly Market Commentary | August 1, 2022

That was quite a week. These days a Federal Reserve (Fed) policy meeting alone gets a lot of headlines and has market participants on the edge of their seats. Add to that the second straight quarter of negative gross domestic product (GDP) growth that exacerbated...