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We want to know what achieving wealth means to you.

MARKET ANALYSIS

Financial objectivity, experience and guidance to pursue financial well-being

Outlook 2024: A Turning Point

Outlook 2024: A Turning Point

In 2024, we believe markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is bubbling up again as the effect of post-pandemic...

Key Equity Themes For 2024 | Weekly Market Commentary | December 18, 2023

Key Equity Themes For 2024 | Weekly Market Commentary | December 18, 2023

Low and stable interest rates should help support stock valuations, while corporate profits are moving into a sweet spot. So even though stocks look fully valued, if rates ease as we expect, we could see upside to our year-end 2024 fair-value target range of 4,850 to 4,950. We highlight some key themes for stocks next year.

Is The Stock Market Correction Over? | Weekly Market Commentary | November 13, 2023

Is The Stock Market Correction Over? | Weekly Market Commentary | November 13, 2023

One of the unchecked items is market breadth. Despite the recent rally, participation in the latest rebound has been underwhelming, raising questions over the sustainability of the advance. Second, 10-year Treasury yields remain in an uptrend, and until more technical evidence confirms the highs have been set, it may be challenging for stocks to maintain their upside momentum.

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