Our Portfolio Team puts together firm comments, videos, news clips, and market reviews on a periodic basis. We take pride in our ability to break down complicated information into easy to read and understand formats.

Our insights in your inbox:

April 19, 2020

John Paul, Senior Partner | Firm Development, discusses which sectors have the most opportunity and long term effects of COVID-19 on the economy.

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April 7, 2020

I received a request to talk about individual stocks. I wanted to provide some insights on how professionals identify investments and how it differs from the individual investor. Due to the restrictions on Registered Investment Advisers making public stock recommendati...

April 3, 2020

And here we are, on the backside of one of the wildest quarters in market history, with our focus on both the causes and consequences of the largest pandemic in over a century. COVID-19 has flipped our world completely upside down, inside out, and any other analogy you...

March 23, 2020

"After a week of shutdown, now I truly understand why dogs get excited when you take them for a ride." - unknown

As we enter the 5th week of this selloff, the market is now down about 35% from the mid February highs. Many people are talking about this being an incredibl...

March 21, 2020

Don Paul, Senior Partner | Client Experience, was on KNWA discussing how the Covid-19 outbreak has affected the markets and where it might go from here.

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March 16, 2020

“I guess we’re going to find out which meetings could have been emails after all...” —unknown

As our country has taken further precautions to slow the spread of COVID-19, our thoughts and prayers are with those affected, whether directly or indirectly. Last night, as fu...

March 13, 2020

“The stock market is like being in a toxic relationship.” – Mary McWha | Office Manager at Sphere.

In our last commentary we mentioned the volatility we’re seeing now is common in a market sell-off. Just because the market is up a little today, doesn’t mean we’ve seen a...

March 10, 2020

We understand a less experienced investor might be struggling with motion sickness in this market... we recommend Dramamine. It's common for the market to hesitate before crossing certain thresholds as it declines. This morning's rally is a prime example of the market'...

March 9, 2020

We appreciate all the calls and texts, but everyone here at Sphere had crash helmets on and seat-belts fastened this morning. Early in today's session, trading was halted due to a "circuit breaker" 7% decline of the S&P 500. These triggers were implemented after the 19...

March 3, 2020

"May You Live in Interesting Times"... 
(per Wikipedia) an English expression which purports to be a translation of a traditional Chinese curse. While seemingly a blessing, the expression is normally used ironically; that life is better in "uninteresting times"...

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