Market Commentary

Timely takes on markets and the economy.

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Breadth of Life: Post-Election Market Trends

Some post-election stock market excitement has receded, but the story of strong breadth—which predated the election—has not changed and continues to support the market for now.

woman looking at a computer

You've Got to Earn It: Update on Earnings Season

Earnings season is shaping up to be relatively strong so far, but the market will likely continue to shift focus to an increasingly murky sales picture.

Party in the USA: Election Facts

Historically, staying invested has been, in our view, an effective strategy and one to consider when it comes to election years and beyond.

Market Commentary

Panic Is Not a Strategy—Nor Is Greed

Panic is never a good investment strategy—nor is greed. Here's how disciplined investing helps navigate through volatile environments.

Market Commentary

Songs of Experience: Reminiscences of a Strategist

It's been 38 years since I began my career on Wall Street and the lessons I learned along the way from some all-time investment greats always hold true.

Onward Archive

What's in the Fed's Toolbox?

What the Fed's monetary-policy tools signal about the market.

Onward Archive

Muni Bonds and Extreme Weather

Some municipalities are more susceptible to weather-related risk than others. Here are three ways to help weather-proof your muni portfolio.

Onward Archive

Will a Maturity Wall Matter for Investors?

High-yield bond issuers face a wall of maturity debt over the next four years. Could it spell trouble for the high-yield bond market?

Bond Insights

Why to Consider Longer-Term Bonds Now

Short-term bond yields are high currently, but with the Federal Reserve poised to cut interest rates investors may want to consider longer-term bonds or bond funds.