Archives

27 Feb

December 2022 Market and Economic Update

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Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance. Whether it..

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27 Feb

November 2022 Market and Economic Update

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October is now behind us and it has delivered on its long-term trend as a historically favorable month for stocks, offering some respite for investors as major equity indices rose for the month. The d..

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27 Feb

September 2022 Market and Economic Update

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In the last several weeks, we have continued to face elevated uncertainty in financial markets due to high inflation and rising interest rates.  We believe it is an important time to take stock with ..

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27 Feb

August 2022 Market and Economic Update

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The past two weeks have been epic for market-watchers and those that live and breathe financial news.  It started a couple weeks back with a Federal Reserve (Fed) rate hike of 75bps, then a much-anti..

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27 Feb

July 2022 Market and Economic Update

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Markets rarely give us clear skies, and there are always threats to watch for on the horizon. But the right preparation, context, and support can help us navigate what lies ahead in the financial worl..

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27 Feb

June 2022 Market and Economic Update

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The bull market that began in March of 2020 came dangerously close to an end. From March 23, 2020 through January 3rd, 2022, the S&P 500 Index gained 114%. From that January 3rd closing high throu..

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27 Feb

May 2022 Market and Economic Update

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It has been a turbulent 2022 thus far. The S&P 500 Index had its worst April in more than 40 years, the Nasdaq entered a bear market on April 26 with its more than 20% decline, and bonds, which ty..

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27 Feb

April 2022 Market and Economic Update

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“Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on euphoria.” - Sir John Templeton According to the guidance of revered investor Sir John Templeton, it app..

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27 Feb

March 2022 Market and Economic Update

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The green shoots are hard to see right now as spring approaches, clouded by war in Ukraine. Democracy is under attack and innocent lives are tragically being lost. But while we keep one eye on oversea..

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24 Feb

February 24, 2022 – Positivity Amidst Uncertainty

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Stocks have gotten off to a very rocky start in 2022, with the potential for Federal Reserve rate hikes coming and the geopolitical worries over Russia and Ukraine only adding to the uncertainty. We d..

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