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From the Investment Team

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January 15, 2021
Q420: Year in Review

Take out global viral contagion and the U.S. presidential election and we still had a bonkers year from an equity market return standpoint. Fixed income, too, as interest rates fell at one point to forever lows, reflecting grand concern that economies around the world would need tremendous support to weather the activity-destroying effects of the […]

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January 1, 2021
A Lesson Revisited

Amidst a year of unprecedented turmoil, the domestic stock market experienced what may in hindsight be considered its requisite volatility. U.S. stocks saw two separate declines of 5 percent or more, and a maximum decline of more than 34 percent from a peak in February to a late-March trough. The market nonetheless turned in a […]

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December 4, 2020
Things Are Looking Up

Now that the presidential election has passed, seems investors have turned their collective gaze toward many stocks otherwise forgotten earlier this year. Smaller-capitalization and less-expensive stocks have strongly outperformed over the past few months. While we might not call it the start of a durable trend, we are pleased to see these two groups seemingly […]

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November 4, 2020
Still Undecided

No, we don’t mean the election. We mean the market. Once the presidential election has been resolved, investors tend to shift their focuses to the likely big initiatives the winner will seek to execute as the new term begins. Even the best laid plans run into the realities of governing, though, and earlier investor expectations […]

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October 13, 2020
Q3 2020: Quarter in Review

Not much less eventful than the prior two, the third quarter saw global stocks rise on a mix of generally slow, often halting and occasionally reversing trends as the world further emerged from comprehensive COVID lockdowns. Equities gained a further boost here in the States as hopes rose for another round of government stimulus. With […]

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October 2, 2020
Four More!! Four More?!

Every four years, the United States heads to the polls to determine who will lead the country’s executive branch. And every four years, fears soar that another term for the current president will further wreck the place, just as anxieties grow that a win for competitor assuredly will lead to disaster. Much as we’ll admit […]

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