by Chris Guinther, Senior Investment Strategist Through 12/31/24, returns for the various indices are as follows:      2024 concluded with another strong year with an 11% earnings growth for the S&P 500 compared to the 6% earnings growth in 2023. … Read More

by Chris Guinther, Senior Investment Strategist Through 9/30/24, returns for the various indices are as follows: U.S. economic momentum has remained strong through 9/30/24, supported by resilient consumer spending. There are few excesses in the cyclical sectors of the economy, … Read More

by Chris Guinther, Senior Investment Strategist Through 6/30/24, returns for the various indices are as follows: Q2 is in the books, and it was a good one for investors in stocks and bonds. Better than that, the forecast for more … Read More

by Chris Guinther, Senior Investment Strategist Through 3/31/24, returns for the various indices are as follows:   Good news, inflation slowed through the first quarter of 2024, and with that, the Federal Reserve shouldn’t need to keep raising interest rates.  In … Read More

by Chris Guinther, Senior Investment Strategist Let’s begin by noting the 2023 market numbers for Q4, as of the quarter’s close of December 31st:     The equity markets finished the year off on a  positive note and we think for … Read More

By CHRIS GUINTHER, SENIOR INVESTMENT STRATEGIST & PORTFOLIO MANAGER Through September 30th, the returns for the various indices are as follows: As the market returns did weaken for the quarter, the major indices are still on the positive side for … Read More

by Chris Guinther – Senior Investment Strategist & Portfolio Manager   Let’s begin by noting the 2023 second quarter market numbers, as of the quarter’s close of June 30th.      An especially revealing statistic was the FANG+ index (Facebook, Apple, … Read More

By Chris Guinther, Senior Investment Strategist & Portfolio Manager   Let’s begin by noting the 2023 first quarter’s market numbers, as of the quarter’s close of March 31st:     Equity Investors — A Focus on Earnings Growth The stock … Read More

By Chris Guinther, Senior Investment Strategist & Portfolio Manager   Let’s begin by noting the 2022 fourth quarter’s market numbers, and those for the year in full, as of December 31:     As these numbers make plain, 2022 saw poor … Read More

CHRIS GUINTHER, Senior Equity Strategist and Portfolio Manager It’s 2022, not 2020, and my opinion is the odds that stocks will do well have fallen significantly.  After two really strong economic years during the Covid period, the Federal Reserve has … Read More