Richard Bernstein Advisors Looks Ahead to 2018

Richard Bernstein Advisors (RBA) is a trusted ally to our clients at Venturi Wealth Management.  In this recent research piece, RBA looks forward to 2018 and explores why equity markets can continue higher over the course of the near term.  Just as importantly, they also discuss how fear of the past has caused so many […]

Investments: The Shrinking Size of the U.S. Stock Market

  At Venturi Wealth Management, we continually focus on the drivers of investment performance in the marketplace.  Money allocated to stocks has been pursuing a shrinking universe of available opportunities, increasing some valuation metrics beyond historical standards. Over the last 20 years, the number of U.S. publicly traded companies has declined approximately 50% to 3,700 companies. […]

Late Innings

Many signs have emerged that may indicate we are in the late innings of our economic recovery and stock market advance in the United States.  While the S&P 500 has been resilient, what is happening below the surface doesn’t look healthy. Leadership of the U.S. market has narrowed and the factors and characteristics of companies […]