Market Commentary

Our portfolio managers give you their analysis of current economic trends
within their targeted area of investment

Please read our PDF download May 29th update about the pandemic.

Core Strategy
Will Wurm
Will Wurm

PDF download Q1 2020 : From Crisis To Guarded Optimism

Summary: We have seen a market correction in hyper speed, dropping the S&P 500 34% in 30 days from its high in late February until the 23rd of March. Positively, the equity indexes finished the quarter a bit better as indiscriminate selling finally abated with the S&P 500 and the Dow Industrial equity indexes finishing negative 19.5% and 22.6% respectively.

Past issues:     Q4 2019     Q3 2019     Q2 2019     Q1 2019    

Municipal Fixed Income
Evan Slater
Stephen Steglitz

 

 

PDF download Q1 2020 : Municipal Market Update

Past issues:     Q4 2019     Q3 2019     Q2 2019     Q1 2019