Please ensure Javascript is enabled for purposes of website accessibility

Global Portfolio Strategy | January 12, 2021

We see an S&P 500 Index fair value target range of 3,850–3,900 at year-end 2021 with potential for upside if there’s better-than-expected progress on vaccine distribution. A strong earnings rebound may enable stocks to grow into somewhat elevated valuations. Our...

Client Letter | 2021 Brings a Fresh Start | January 7, 2021

Dear Valued Investor: Happy New Year! A new year offers a welcomed turn of the calendar and a fresh start. However, it’s difficult to put 2020 completely behind us just yet because the COVID-19 pandemic still presents a significant threat. Healthcare workers continue...

Are You Prepared for Financial Surprises?

A job loss, an illness or an unexpected expense are not things we typically like to think about. Having a plan in place can help reduce your anxiety and protect you financially when the unexpected happens. In these times of increased uncertainty, there has never been...