To Z Or Not To Z | Weekly Market Commentary | September 27, 2021

LPL Research is downgrading its 2021 U.S. GDP growth forecast from 6.25–6.75% to 5.75 6.25%. Growth is likely to come in at an annualized pace near 5% over the second half of the year. So, while expectations have been tempered, the recovery still has a lot of...

Global Portfolio Strategy | September 9, 2021

Key changes from August’s report: Upgrading Midcap Stocks from Neutral to Positive Stocks rose for the seventh straight month in August, as the S&P 500 Index gained 2.9%. Historically, September is the worst month of the year for stocks, on average, and we...

Client Letter | The Bull Market Continues | September 2, 2021

Dear Valued Investor, The bull market continues, with the S&P 500 Index now up seven months in a row. Stocks have impressively gained 20% year-to-date, with the S&P 500 making 53 new all-time highs before the end of August—another new record. All of this has...