Stocks Reach Record Highs | Weekly Market Commentary | April 29, 2019

KEY TAKEAWAYS We look at what’s priced into stocks following year-to-date strength to help gauge potential impact of surprises and disappointments. When we look at what’s not priced in, we see several possible surprises that could propel the stock market to new highs....

Fading Momentum | Weekly Market Commentary | April 22, 2019

KEY TAKEAWAYS U.S. stocks have rallied back near all-time highs in an impressive feat of momentum. This momentum could fade as stocks grapple with overbought conditions and mixed signals. Overall, we expect the S&P 500 to move higher after a period of...

Portfolio Compass | April 18, 2019

COMPASS CHANGES Lowered Stocks view from Neutral/Positive to Neutral Lowered U.S. Equities view from Neutral/Positive to Neutral Raised Bonds view from Negative/Neutral to Neutral INVESTMENT TAKEAWAYS With the S&P 500 Index nearing our year-end fair value target...