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Advisor Insights

First Trust – The Fed is Committed to Low Rates

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Advisor Insights

Weekly Market Commentary 6/15/2020

Weekly Market Commentary June 15, 2020   The Markets   The Nasdaq Composite dipped its toes into record territory last week before retreating.   Stock indices in the United States rallied early last week on optimism about the reopening of...
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Advisor Insights

Weekly Market Commentary 6/8/2020

Weekly Market Commentary June 8, 2020   The Markets   The employment report electrified U.S. stock markets last week.   American stock markets responded enthusiastically to the news U.S. unemployment was 13.3 percent in May. If it seems inexplicable double-digit...
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State Street – June 2020 Chart Pack

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LPL Financial – June 4th Client Letter

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Advisor Insights

ISQ Insights 6.5.2020

As investors, the events of 2020 have forced us to learn an entirely new vocabulary, taking many economists and portfolio managers out of their comfort zone.  R-naught values, case fatality rates, incubation periods, and asymptomatic transmission numbers have become more…

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Vanguard – Market Perspectives June 2020

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Haverford – 2nd Quarter 2020

Transaction Summary, Second Quarter 2020   Purchases / Additions   Costco Wholesale Corp. (COST) May 2020   The Investment Committee has decided to buy a position in Costco Wholesale. Costco’s stock has underperformed the recent market rally by more than 25%,…

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Advisor Insights

First Trust – More Green Shoots

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Weekly Market Commentary 6/1/2020

Weekly Market Commentary June 1, 2020   The Markets   Are those green shoots?   In economic terms, green shoots are signs of improvement. If you were paying close attention, you might have seen some in economic data released last...
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