Quarterly Report Letter
U.S. stock and bond markets rallied again last quarter, and most equity indexes finished 2019 with record highs.
Download our latest Quarterly Report Letter: the companion to your personal portfolio reports for Q4 2019. This letter includes our thoughts on:
- The 2020 Forecast: We’re in very mature economic and market cycles—what does 2020 hold?
- Elections: How might this year’s elections affect the markets and economy?
- Recession: Is a recession likely in the near future?
- Rates: The outlook for interest rates and the bond markets
Wishing you all the best in 2020,
Kelly Crane, CFP®, CLU, CFA, MBA
President & Chief Investment Officer