by Derek Hernquist | Oct 6, 2021 | Market Updates
You’ve probably heard us say we like to “own” volatility. Or that we use “volatility an asset class”. What do we mean by that? First, let’s think about what a client is trying to accomplish. Pursuing or preserving the comfort that...
by David Wagner | Oct 5, 2021 | Market Updates
Developments over the Past Month: Recap: After successfully testing it’s 50-day moving average nine times so far in 2021, the S&P 500 finally broke below this threshold in September and has tested the 100-day moving average now twice. As of month end, in...
by JD Gardner | Sep 8, 2021 | Market Updates
We try to be consistent with these notes for transparency regarding the assets we’ve been trusted with. Some of the notes are better than others. I’m not claiming this note will be one of the good ones, but I do claim it to be an important one. For some reason, I...
by David Wagner | Sep 7, 2021 | Market Updates
Developments over the Past Month: Apparently, stocks just go up. Because that’s what they did in August, as it was superlative city again, given that the market has now seen numerous all-time closing highs – fifty-five in 2021 to be exact. The market is...
by David Wagner | Aug 2, 2021 | Market Updates
Developments over the Past Month: Stocks continue to see the path of least resistance being up. For the sixth time this year, the S&P 500 bounced off its 50-day moving average. Still, year-to-date, the market has not seen a decline greater than 5.0%. Year-to-date,...
by David Wagner | Jul 16, 2021 | Market Updates
The Backdrop for 2H 2021: The Good: Better Economic Data – Economic data, which lags the stock market, hit rock-bottom last year, but we believe signs of a recovery have continued to appear, most notably with the recent Non-Farm Payroll and ISM data....
