Market Update

Market Commentary Blog

  •  View from the Observation Deck Investors directing capital into U.S. mutual funds and exchange traded funds (ETFs) favored passive investing over active management in 2024. Passive mutual funds and ETFs […]
  •  View from the Observation Deck Like many of you, we have been closely watching the economic impact of changing policy rates (real or implied) in the U.S. over the past […]
  •  View from the Observation Deck Today's blog post features the cumulative total returns of five major equity indices (three domestic and two foreign) since the start of 2000. We chose […]
  •  View from the Observation DeckDividend payments have been a key characteristic of most of the companies that comprise the S&P 500 Index (“Index”) for decades. In fact, as of 12/31/24, […]
  •  View from the Observation Deck We are often asked what our favorite sectors are. Sometimes the answer is more evident than at other times, and often it only makes sense […]

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