Weekly Insight | February 24, 2021

Equities bounced back mid-week amid sector divergences. The S&P 500 was down 0.1%, balanced by declines in high growth stocks and gains in so-called value stocks. Rising interest rates put pressure on growth stocks nearly every day, although some days witnessed mid-day buying to limit the damage.

Weekly Insight | February 17, 2021

Equities inched up on the week, setting new highs in the process. The S&P 500 advanced 0.6%, but there was notable rotation under the surface. The energy sector jumped 4.0% as freezing temperatures across the country forced oil shut-ins and boosted demand for natural gas and other related commodities.

Weekly Insight | February 10, 2021

Equities posted a strong week as major indices pushed to record highs. The S&P 500 advanced 2.1% with the Energy Sector being a large catalyst. The S&P 500 Energy Sector is up 18.0% year-to-date and far outpacing the 4.2% advance in the S&P 500.

Weekly Insight | January 27, 2021

Equities sold off sharply on Wednesday and finished the week slightly in the red. The S&P 500 was down 0.5% for the week. The NASDAQ outpaced small caps by 2.8% on early signs the growth outlook may not be as robust.

Weekly Insight | January 20, 2021

The holiday shopping season was weaker than expected. The December retail sales number shows a decline of 0.7% compared to the expected growth of 0.05%. The weakness came amid a resurgence in COVID-19 cases over the holidays.

Investment Insight Q4 2020

Happy New Year to all of you! 2020 was certainly a year we will all remember for quite some time. Despite the difficulties of the past year, our team has continued to rise to the occasion, providing invaluable insights and top-notch investment management and client service during an unpredictable time.

Weekly Insight | January 13, 2021

Equities posted a strong week with broad strength across global markets. The S&P 500 advanced 1.7% but was outpaced by both the NASDAQ and Russell 2000. The NASDAQ gained 3.1% with small caps up 2.6%.

Weekly Insight | January 6, 2021

The Energy and Financials sectors have started off the new year on the right foot. The Energy sector is up 7.8% in the first three trading days of the year and the Financials sector is up 3.42%.