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Week-in-Review: Week of 01.11.21

The Bottom Line ● Equities began and ended the week with losses to mark their first weekly decline of the new year. Small companies, however, were able to advance and have now been positive in 10 of the last 11 weeks. ● The 10‐year Treasury yield rose as high as 1.18%...

Q4 Quarterly Client Update

2020 – An unprecedented year of contrast The year 2020 will forever be marked as the year of COVID-19; a virus that saw more than 20 million infected and took more than 300,000 American lives; more than 1.5 million around the globe; a pandemic that forced the entire...

Week-in-Review: Week of 01.04.21

The Bottom Line ● Stocks overcame a pair of contentious Senate runoff races, protestors storming the US Capitol, and a disappointing employment report to advance for the week and close at new all‐time highs. ● Bond markets have begun to price in higher inflation,...

Month-in-Review: December 2020

Quick Takes Finish strong. Stocks closed the quarter, and 2020, with strong returns, despite lingering economic concerns brought on by a resurgence in coronavirus cases, challenges with the vaccine roll‐out, and uncertainty around the policy implications following the...

Week-in-Review: Week of 12.28.20

The Bottom Line ● Equities ended the week, and the year, at new record highs amid the rollout of several Covid‐19 vaccines and a new economic relief package from Congress. Combining 2019 and 2020, the S&P and Nasdaq had their best two‐year performance since 1998...