Look Back, Move Forward

Is Now a Good Time To Invest in Stocks?

BY Kristin Castner, CFA IN Look Back, Move Forward
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Looking for a quick update on market conditions and answers to your top investing questions in less than 10 minutes? Check out our 3rd Quarter 2021 Update video where Heritage Portfolio Manager, Michael Waldron, CFA, answers these important questions: With stocks markets up strong so far this year, is now a good time to invest …

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First Quarter 2021 Review, And a Look Ahead

BY Kristin Castner, CFA IN Look Back, Move Forward
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A Look Back: The first quarter of 2021 witnessed Part II of the reopening trade in stocks. As a recap, Part I happened during the fourth quarter of 2020, when small cap, value, and international stocks finally started to perform on par with – and even a bit better than – growth stocks. This was …

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4Q 2020 Review and 2021 Outlook

BY Kristin Castner, CFA IN Look Back, Move Forward
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A Look Back: For equity investors, the fourth quarter of 2020 will be remembered as a turning point in the global market recovery. 2020 was a remarkable year for stocks. After hitting new highs early in the year, market prices fell dramatically in the face of a global pandemic, then started a strong recovery just …

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Why you need to pay attention to today’s market moves

BY Kristin Castner, CFA IN Look Back, Move Forward
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What happened in U.S. equity markets yesterday and today is something we haven’t seen in a long time. As our President, Sammy Azzouz, JD, CFP®, says, “Massive day for value.” As welcome news about a Covid-19 vaccination is absorbed by investors, we are seeing signs that investors really DO want to invest in beaten up …

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2020: Third Quarter Review, Fourth Quarter Outlook

BY Kristin Castner, CFA IN Look Back, Move Forward
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A Look Back   Second quarter GDP as reported by the Bureau of Economic Analysis came in at a painful (but expected) -32.9% advanced annualized estimate. While it’s an extremely bad report, it was expected, and most economists anticipate that economic activity will rebound now that we know more about the virus and that full …

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