Commentary and Perspectives

Quarterly Market Commentary and Analysis

Read SFE’s latest quarterly commentaries here, as well as articles, reports and studies that we find insightful, timely and relevant. We hope that you will, too.

Liz Ann Sonders, Schwab’s insightful chief investment officer, prefers to think about the economy in terms of “better or worse” instead of “good or bad.” In other words, expectations can be…

Identity theft may be one of the oldest techniques in the fraud book, but it remains prevalent, especially in a world where much more information is…

Liz Ann Sonders, Schwab’s insightful chief investment officer, prefers to think about the economy in terms of “better or worse” instead of “good or bad.” In other words, expectations can be…

As 2018 comes to a close, we’d like to reach out to you and acknowledge our shared frustration but to also offer encouragement for 2019. As much as we’d prefer the markets to act in an orderly, rational…

US economic activity, corporate earnings and domestic equity returns were all strong this past quarter. We expect these robust fundamentals to moderate some going forward but they should still…

In the same way consumers pushed organic farming into the mainstream, investors are bringing socially responsible investing front and center. Like shoppers reading…

After an up and down start to the year, equities reached mid-year with the S&P500 up roughly 2%. Yet, it has felt like a loss given all the negativity surrounding trade disputes, election investigations and other concerns…

After rising more than 8% in the first few weeks of January, the S&P 500 fell roughly 9% through the end of Q1 leaving the index down almost 1% year-to-date. What just happened?