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Market Commentary: August 2021 – Earnings Growth Over Time

Market Commentary: Earnings Growth Over Time August 2021 By Jonathan McAdams, CFA Like many of you, I love watching the Summer Olympics. My favorite by far are the swimming events. …

Market Commentary: July 2021 – The Shift to Intangible Assets

Market Commentary: The Shift to Intangible Assets July 2021 By Robert F. Taylor, CFA My grandfather emigrated to the United States from Cosenza, Italy in 1925. After landing and processing …

Market Commentary: June 2021 – The Rapidly Changing Media Landscape

Market Commentary: The Rapidly Changing Media Landscape June 2021 By Peter Nielsen, CFA Growing up, purchasing our first color TV seemed like a gigantic leap forward – even with manual adjustments …

Market Commentary: May 2021 – The Move to Cyclical Stocks

Market Commentary: The Move to Cyclical Stocks May 2021 By Peter Nielsen, CFA   For a second year in a row, the stock market has produced strong returns for investors. Through …

Market Commentary: April 2021 – Inflation – Is it Going to be a Problem?

Market Commentary: Inflation – Is it Going to be a Problem? April 2021 By Peter Nielsen, CFA When people think of out-of-control inflation, the hyperinflation that hit the German Weimar Republic …

Market Commentary: March 2021 – Economic Impact of the American Rescue Plan Act of 2021

Market Commentary: Economic Impact of the American Rescue Plan Act of 2021 March 2021 By Peter Nielsen, CFA Each time the economy faces a downturn, lawmakers have to grapple with how …

Market Commentary: February 2021 – Investing vs. Gambling: A Comparison of Today’s Market to the 2000 Tech Bubble

Market Commentary: Investing vs. Gambling: A Comparison of Today’s Market to the 2000 Tech Bubble February 2021 By Peter Nielsen, CFA There’s a mania that has taken over the investment world …

Market Commentary: January 2021 – Onward & Upward in 2021

Market Commentary: Onward & Upward in 2021 January 2021 By Peter Nielsen, CFA Given the current environment of peak coronavirus infections and challenges to vaccine rollout programs, it’s understandable that many …

Market Commentary: December 2020 – Why is the Stock Market Soaring?

Market Commentary: Why is the Stock Market Soaring? December 2020 By Peter Nielsen, CFA Not many would ever have guessed that the stock market would be up 13% in the middle …

Market Commentary: October 2020 – Elections vs. The Market Part Three: Bad Timing

Market Commentary: October 2020 Elections vs. the Market Part Three: Bad Timing By Peter Nielsen, CFA This is the last issue of our three-part series on how presidential elections impact the …