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April 7, 2021
Q121: Quarter in Review

Starting just about at the bottom of the dramatic plunge at the onset of the COVID-19 pandemic, the prior twelve months have proved remarkable from a total return standpoint. In the latest quarter, stocks furthered a ramp out of the downturn’s trough. Though domestic stocks continued to rise in 2021, international stocks furthered their strong […]

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April 2, 2021
Tendency to Stabilize

The rule that all investing carries risk applies even to bonds. The negative price impact of rising rates over the past few months proves that case well. Even so, bonds in our view remain a fine compliment to equity exposures for those wishing to dampen overall portfolio volatility. To this day bond price swings remain […]

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March 5, 2021
Brief History of Return and Risk

Even without the pandemic or the U.S. election, market returns alone would have made 2020 an abnormal year. Adding to their peculiarity, though, was the fact that global equity markets at one point in 2020 had lost a third of their value from a prior peak. The historic drawdown and the ensuring gargantuan rally, all […]

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February 5, 2021
Not the Only Game in Town

For a moment, you’d have thought there were no other stocks in the world. Though a handful of names were caught up in what’s proved so far to have been a short-lived frenzy, one dominated headlines. And by dominated, we mean to suggest it seemed there was no other news, as electronic gaming retailer GameStop […]

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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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