Market Commentary

U.S. Exceptionalism and What It Means for Your Portfolio

Over modern U.S. history, we’ve hardly gone a moment without hearing predictions of America’s imminent downfall. In that sense, you might say that declinism is one of the great American past times. During his 1960 Presidential campaign, John F. Kennedy painted a scary picture of a Russian enemy well on its way to world domination […]

Market Commentary

U.S. Exceptionalism and What It Means for Your Portfolio

Over modern U.S. history, we’ve hardly gone a moment without hearing predictions of America’s imminent downfall. In that sense, you might say that declinism is one of the great American past times. During his 1960 Presidential campaign, John F. Kennedy painted a scary picture of a Russian enemy well on its way to world domination […]

Is Your Portfolio Prepared for 2021?

Investors in the United States have endured a tremendous amount of turbulence in 2020. We have experienced a large-scale worldwide pandemic for the first time in over a century; a highly contested presidential election; social unrest; a record quarterly drop in gross domestic product; and a sharp, fast decline in stock prices followed by a […]

Roger L. Gewecke, Jr., CFA

2010–2019: The Decade in Review

Over the last decade, many events have occurred that have affected the economy, the stock market, and the level of interest rates. Let’s take a look at this period—at the market  circumstances entering the decade, what has actually happened, and what we might have learned from it.Entering 2010, the market (as measured by the S&P […]

Roger L. Gewecke, Jr., CFA

Words from the Wise and Today’s Stock Market

There are great quotations about many areas of human affairs, and the field of investing is no exception. Let’s take a look at a few of them and see how they might apply to today’s investing environment. “Markets do not go up and down on good or bad, they go up and down on better or worse.”  — Richard Bernstein, longtime Wall Street strategist […]

Roger L. Gewecke, Jr., CFA

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