A footbridge in a winter landscape with snow and ice January 2021 Outlook

Favorable Tradewinds

Variable conditions are applicable in both the economy and stock market; just because the winds are favorable does not mean that an occasional storm will not appear.

Field of sunflowers Summer 2020 Commentary

Tug of War

While the market has seen a strong recovery, the tug of war between policy makers and the virus is ongoing.

Wheat grass Spring 2020 Commentary

Shock, Recovery & Strategy

The world changed dramatically over the last six weeks. A recovery is coming, but it will take a while for the economy, financial markets, and every-day life to return to normal.

A lighthouse in the evening twilight Commentary March 2020

Extreme Market Conditions

Fear of the Coronavirus and its impact on the economy has created extreme volatility in financial markets. Less than a month ago, the U.S. stock market was at an all-time high, economic growth was steady, and tensions from the trade war were abating.