Articles

STA Weekly Report – Elections are Around the Corner

Written by Luke Patterson | Friday, July 17th, 2020

INSIDE THIS EDITION: Elections are Around the Corner Weekly Global Asset Class PerformanceCoronavirus / COVID-19 Resource Center With the focus all year around COVID-19 and the economic impacts, some investors have lost sight of the fact we have a presidential election only 4 months away. With work-from-home orders still in place, second lockdowns possible, and Read More
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STA Weekly Report – Keeping Good Balance Matters

Written by Luke Patterson | Thursday, July 2nd, 2020

INSIDE THIS EDITION: Keeping Good Balance MattersWeekly Global Asset Class PerformanceCoronavirus / COVID-19 Resource Center We continue to believe that positioning for the current market should be both balanced and flexible. This reflects our view that the upside and downside risks are close to even and very difficult to call due to the uncertainty still Read More
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STA Weekly Report – The Challenges we see in Fixed Income Today

Written by Luke Patterson | Thursday, July 2nd, 2020

INSIDE THIS EDITION: The Challenges we see in Fixed Income TodayWeekly Global Asset Class PerformanceCoronavirus / COVID-19 Resource Center The S&P 500 recorded the fastest peak to bear market decline and the fastest bear market exit ever. In fact, it only took 23 trading days for the market to go from peak to trough and Read More
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STA Weekly Report – Growth and Value Divergence to Continue?

Written by Luke Patterson | Friday, June 26th, 2020

INSIDE THIS EDITION: Growth and Value Divergence to Continue?Weekly Global Asset Class PerformanceMike Smith Interview with Dr. Vikram MansharamaniCoronavirus / COVID-19 Resource Center The equity market has returned to a familiar pattern where growth outperforms value. Although the markets have been choppy with some intraday volatility, we believe growth’s outperformance over value reflects the growing Read More
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PPP is Modified by Paycheck Protection Program Flexibility Act

Written by Scott A. Bishop, MBA, CPA/PFS, CFP® and Jennifer Mailhes, CPA | Monday, June 22nd, 2020

Over the last couple of months, we have been fielding questions from many clients about the CARES Act – especially the loans and the forgiveness of loans available for small businesses that we outline in our Coronavirus Resource Center. I actually co-wrote an article back in March with Jennifer Mailhes, CPA from Doeren Mayhew entitled Read More
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STA Weekly Report – What a Mixed Bag of Data Means for Investor Positioning

Written by Luke Patterson | Thursday, June 18th, 2020

INSIDE THIS EDITION: What a Mixed Bag of Data Means for Investor PositioningWeekly Global Asset Class PerformanceCoronavirus / COVID-19 Resource Center We continue to observe data that provides a very mixed picture of where the economy and markets may be headed. With very compelling bullish and bearish arguments to be made and the unknown effect Read More
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