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Portfolio Compass | September 19, 2019

COMPASS CHANGES Upgraded short-maturity municipal bonds from neutral/negative to neutral INVESTMENT TAKEAWAYS We have maintained our S&P 500 Index year-end fair value target of 3,000, even after the index broached that target September 17.* We favor large caps as...

Market Insight Monthly | August 2019

ECONOMY: MIXED U.S. ECONOMIC DATA IN AUGUST U.S. economic data was mixed in August, reflecting the complicated macroeconomic environment in the midst of high trade uncertainty. The Conference Board’s Leading Economic Index (LEI) rose 0.5% month over month in July, the...