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"A better course of action, when faced with market volatility, is to treat the media narrative with skepticism and run some simple tests on fundamentals, valuation and positioning to decide on what action, if any, should be taken."

DR. DAVID KELLY, GLOBAL MARKET STRATEGIST
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Featured Market Insights

The Fed in 2018: Five things to know
The composition of the Fed will be different in 2018 and will likely be moving in a more hawkish direction.
4Q17 Earnings Bulletin Lets talk about taxes
While increased volatility may be on the horizon, strong earnings growth will prevent minor pullbacks from becoming more severe and will support a continued rise in U.S. equity markets in the face of rising rates.
The investment implications of tax reform
While much of the motivation for tax reform has come from a desire to cut corporate taxes, most of the net benefits will accrue to individual taxpayers.

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