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May 13, 2024 | Weekly Market Commentary

Preferred Securities: Still Our Preferred Non-Core Bond Sector

Printer Friendly Version It continues to be a challenging environment for a lot of fixed income markets, especially higher quality …

May 6, 2024 | Weekly Market Commentary

Sell in May? Maybe Not. More Rhyme Than Reason

Printer Friendly Version “Sell in May and Go Away” is one of the most widely used maxims on Wall Street. …

May 1, 2024 | Client Letter

Navigating May’s Stock Market Outlook

After a strong first quarter for stocks, some April showers rained down as the S&P 500 fell about 4% last …

April 29, 2024 | Weekly Market Commentary

That Was Quite a Week: A Pivotal One for the Markets

Printer Friendly Version Last week was a pivotal one for markets, with the S&P 500 coming off a 3% weekly …

April 22, 2024 | Weekly Market Commentary

Volatility Is Back: Understanding Ever-Changing Market Narrative

Printer Friendly Version Volatility has come back into the market as the narrative shifted toward a higher-for-longer monetary policy backdrop. …

April 15, 2024 | Weekly Market Commentary

Revisiting Energy: How Rate Cuts Could Benefit the Space

Printer Friendly Version As the first quarter earnings season kicked off on April 12, expectations for the energy sector were …

November 20, 2023 | Weekly Market Commentary

Anatomy of a Market Rally: Looking at Key Catalysts

Printer Friendly Version As the market appears to be taking a rest and consolidating its $2.7 trillion rally leading up …

November 13, 2023 | Weekly Market Commentary

Is the Stock Market Correction Over?

Printer Friendly Version There is nothing like an eight-day winning streak to change the market narrative. Stocks have quickly gone …

November 6, 2023 | Weekly Market Commentary

Can Muni Investors Catch a Break? We Think So

Printer Friendly Version It’s been another volatile year for municipal (muni) investors this year. While generally outperforming U.S. Treasuries, the …

November 1, 2023 | Client Letter

Offering Thanks

Dear Valued Investor, The penultimate month of the year is often a time to reflect and offer thanks. And while …

October 30, 2023 | Weekly Market Commentary

Possible Halloween Scares for Markets and the Economy

Printer Friendly Version It’s a tradition here to write about what scares us around Halloween each year. The past few …

October 23, 2023 | Weekly Market Commentary

Economic Impact: Can Something Good Come from a Crisis?

Printer Friendly Version Despite headwinds, the U.S. could experience structural changes in the labor market, residential real estate, and inflation …

October 16, 2023 | Weekly Market Commentary

Earnings Hope to Keep This One-Year-Old Bull Market Going

Printer Friendly Version Earnings season has kicked off with several of the big banks and a handful of other blue-chip …

October 9, 2023 | Weekly Market Commentary

Yields Higher for Longer: Why We’re Updating Our Treasury Forecast

Printer Friendly Version U.S. Treasury yields have seemingly been moving in one direction lately (higher), with the 30-year Treasury yield …

October 4, 2023 | Client Letter

Staying the Course

Dear Valued Investor, The S&P 500 lost 3.3% in the third quarter after sliding nearly 5% in September. Putting this …