Q3 2024 Market Review

By
Posted on October 8th, 2024

Equity and fixed income markets both experienced broad gains this quarter, with the S&P adding nearly 6% to its 22% year-to-date gain and the U.S. […]

Learn More

Q2 2024 Market Review

By
Posted on July 15th, 2024

The quarter started with investor concerns of continued inflation subduing expectations of multiple rate cuts due to higher inflation readings and the Fed’s April release […]

Learn More

Q1 2024 Market Review

By
Posted on April 22nd, 2024

U.S. Equity markets started 2024 off on a tear, although it’s since given a bit back since the end of the quarter.  The market has […]

Learn More

The Year in Review

By
Posted on January 11th, 2024

The echoes of central banks’ historic monetary stimulus to counter the Covid-19 virus, the resulting inflation, and the  unwinding of that monetary stimulus to contain […]

Learn More

Q1 2023 Market Review

By
Posted on April 12th, 2023

March saw the financial markets extend this quarter’s rebound from the brutal 2022, both from a headline perspective and within most sectors. Still, stocks ended […]

Learn More

January 2023 Market Review

By
Posted on February 3rd, 2023

January was a good month for investors, with markets ending higher despite concerns that the economy may be headed toward a significant slowdown or even […]

Learn More

Inflation- The Trend Continued

By
Posted on January 17th, 2023

In our 2021 market review, we discussed the sources of our current inflationary economy and assumed it would continue.  And continue it did, negatively impacting […]

Learn More

October 2022 Market Review

By
Posted on November 1st, 2022

After a rough September, markets rebounded in October with the first monthly gain since July. After two quarters of contracting, GPD growth came in higher […]

Learn More

Q3 2022 Market Review

By
Posted on October 4th, 2022

The Fed’s rate increases are not slowing inflation as quickly as hoped. After remaining flat for a few months, inflation data released in mid-Sept was […]

Learn More

April Market Update

By
Posted on May 18th, 2022

Economic trends apparent so far in 2022 continued in April and worldwide markets tanked.  Interest rate increases, spurred by a more hawkish Fed, continued punishing […]

Learn More