December 2021 Market Review and Outlook

-Darren Leavitt, CFA US financial markets rallied in December in volatile trade. It seemed markets would take two steps forward in one week only to give up a step in the following week. The emergence of the Omicron variant rattled markets initially, but investors were...

Monthly Market Review for September 2021

-Darren Leavitt, CFA September proved again to be a difficult month for financial assets.  A narrative that the growth of global economies has peaked was evident during the month.  Market sentiment was further dampened by fears that inflation has become persistent...

Monthly Market Review for August 2021

-Darren Leavitt, CFA Global markets rallied in August as economic data revealed strength across the globe.  However, delta variant infection rates soared during the month, especially in unvaccinated populations, which dampened sentiment and global growth...

Weekly Market Commentary

Weekly Market Commentary – 8/6/2021 -Darren Leavitt, CFA US equity indices forged new all-time highs on the back of an impressive Employment Situation Report and an upward S&P 500 price target revision by investment bank Goldman Sachs.  However, the US...

July 2021 Market Review and Outlook

Monthly Market Review for July 2021 -Darren Leavitt, CFA US equity markets forged new all-time highs in July despite fears of a slowdown in global economic growth due to the delta variant of Covid.  A bipartisan infrastructure bill made its way through the House and...

When It’s Time to Stop Saving for Retirement

Going from saver to spender is mostly a matter of psychology It’s Time to Wind Down You’ve done all the right things—financially speaking, at least—in saving for retirement. You started saving early to take advantage of the power of compounding, maxed out...
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