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Quarterly Considerations – 03.31.2024

April 9, 2024 Topic

If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Open image for disclosures and list of indices representing each asset class. Past performance does not indicate future performance and there…

Quarterly Considerations – 12.31.2023

January 10, 2024 Topic

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Market Review – Cheerful for the Holidays

December 6, 2023 Topic

Market Review Cheerful for the Holidays Markets rallied in November giving investors plenty for which to be thankful. November 2023 Key Observations Longer dated interest rates experienced a significant decline as market sentiment leaned towards anticipating 2024 rate cuts. Overall,…

Quarterly Considerations – 09.30.2023

October 5, 2023 Topic

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Watch Your Step! Avoid These 10 Common Investor Pitfalls

September 25, 2023 Topic

Watch Your Step! Avoid These 10 Common Investor Pitfalls August 2023 Following a difficult 2022, the vast majority of fixed income and equity asset classes find themselves in positive territory on a year-to-date basis. The current global market recovery offers…

Market Review – Summer Doldrums

September 8, 2023 Topic

Market Review – Summer Doldrums Markets took a step back in August as sentiment shifted surrounding Fed policy August 2023 Key Observations Fitch downgraded the United States’ credit rating to AA+ from AAA at the start of the month. Market…

Anticipated Allocation Adjustments

May 30, 2023 Topic

March proved to be one of the most volatile months in the history of the stock market. We’re officially in bear market territory and it happened very quickly. As the unfolding human and financial damage from COVID-19 hits the population and…

What Happens In March Stays In March

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What Happens in March Stays in March Markets rebound in April as investors move past initial panic reaction to COVID-19 Key Observations Investors benefitted from a substantial market rebound in April after an incredibly weak March, but year-to-date returns broadly…

Looking at the Past for Future Perspective

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Looking at the Past for Future Perspective | Bear Markets and Recoveries | June 2020 While the bear market earlier this year may have had little historical precedent given the nature of the COVID-19 pandemic, investors may find it helpful…

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Fed Stays Put

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The Federal Reserve (Fed) left its policy rate unchanged at the July meeting and announced it expects to continue buying U.S. Treasury and agency securities at the current pace for the foreseeable future. Treasury yields were little changed following the…

What the Election Means for My Portfolio

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Investors must understand – and anticipate – the correlation between the outcomes of the election and the markets, if any. Red, Blue or Purple – Does It Matter Who Wins? It is true that politics can be deeply personal, especially…

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Treasury Volatility Returns as Stocks Advance

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Treasury yields surge while equity prices climb higher amid consumer strength. Key Observations The Treasury curve steepened during the month with a sharp rise in the 10-year and 30-year yields, pushing both to pre-pandemic levels. Equities rallied, notably small cap…

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