2023 is upon us and most investors are happy to bid 2022 adieu. It’s been a turbulent year, to say the least, with inflation, aggressive rate hikes,

2023 is upon us and most investors are happy to bid 2022 adieu. It’s been a turbulent year, to say the least, with inflation, aggressive rate hikes,
The third quarter of 2022 has brought little reprieve since our last writing. The S&P is down -23.9% YTD and the Nasdaq is down -32% YTD. Bonds
The second quarter of 2022 seems to have eclipsed the first in negative news. We entered into a technical bear market and have chalked up the worst
The ever-increasing inflation and the subsequent economic tightening of the Federal Reserve in response dominated the first quarter of the 2022
2021 ended with the S&P 500 up nearly 27% and the NASDAQ up 21%. Year to date, US Large Cap Growth outperformed Value by almost 10%. For a year
As we enter the third quarter of the year, the stock market is at new highs, Treasury rates are historically low and the economy is running hot.
As we enter the second quarter of the year, U.S. stock markets are at all-time highs, interest rates are historically low, and the economy is growing
Last year, Barron’s magazine asked ten top strategists to predict where the S&P 500 would end 2020. Their range was 3,000 to 3,700. The final
2020 is making it harder to talk about “markets” as if they are a common entity and not thousands of individual companies facing dramatically
9 minute read Here’s what 2020 has thrown at us so far: a global pandemic, economic depression, tens of millions unemployed, zero-percent interest
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