Stock returns get all the headlines, and with US equities entering their first bear market since 2008, there is good reason for that. However, fixed income may account for a significant portion, or ev

We continue to follow our Road to Recovery Playbook for help determining where the market is in its bottoming process.

Today we are making two changes. The first is to Signal #1, which we

What a ride 2020 has been for investors. The fastest bear market ever, now one of the steepest recoveries ever. After being down more than 30% for the year on March 23, this recovery is extremely impr

First quarter earnings season will kick off this week with 40 S&P 500 Index companies slated to report results, including several of the biggest banks on Tuesday and Wednesday. Analysts are callin

The economy has halted for the past several weeks, and with it the longest economic expansion ever has ended, meaning we are now in a recession. What makes this recession unique is the government inte

The economic damage inflicted by the current COVID-19 pandemic has been unprecedented, with thousands of businesses temporarily shuttered and millions of workers out of work. While the historic drop i

Stocks have rallied nicely off the March 23 lows on the back of a bold policy response from the Federal Reserve (Fed) and lawmakers in Washington, DC, which was followed by signs that a peak in growth

Did the US economy go into a recession last month? According to the National Bureau of Economic Research (NBER) the answer is no, but we think there’s a good chance that will be revised after th

Experiencing a major pullback in stocks is never a comfortable feeling. In times like these, we believe it can be helpful to set aside the daily headlines and keep perspective of how stocks have histo

Stock market volatility has remained high as investors continue to closely track COVID-19 containment efforts while getting a glimpse into how damaging travel restrictions, stay-at-home orders, and so