Quarterly Strategy and Observations

September marked the eleventh straight month where the S&P 500® Index posted a gain, the longest streak of consecutive monthly gains since 1959. Stocks across all market caps posted solid returns during the third quarter, pushing year-to-date returns into …Read More

After the Flood

The sheer scale of the devastation from hurricanes Harvey, Irma and Maria is hard to fathom. Places where we have friends, relatives and clients, and where many of us have vacationed, have been reduced to rubble. As with all natural disasters, the immediate needs of those …Read More

Here Comes the Wage Growth (Will Inflation Follow?)

Wage growth and inflation have been abnormally low for the better part of the past decade. The lack of rising wages has had numerous impacts, from increased income disparity and a vanishing middle class, to sluggish consumer spending. After averaging a paltry 2% annual …Read More