NEWS & INSIGHTS
The S&P 500 posted a second year of returns in excess of 20%. U.S. stocks rallied throughout the year, ending in double-digit returns, despite worries about an election year. CPI inflation figures dipped into the...
Stocks and bonds ascended. The Fed cut interest rates for the first time since driving rates higher in 2022. Significant reversals in stock market sector performance demonstrate the risk of chasing and timing the...
Investment returns trended higher despite a slump in April. Recent data on the economy and inflation raises hopes of a Fed rate cut before year-end. The June presidential debate added a new level of unknown as we...
Stocks continued upward momentum to start the year. Inflation has been sticky, moving slightly higher and perhaps delaying Fed rate cuts. Commercial real estate and issues in China present potential challenges ahead. A...
As we begin the year, investors ponder if the strength of the markets in 2023 will extend into 2024. We discuss the factors that drove market performance last year, the financial landscape as we enter 2024, and the...
Bitcoin is returning to the spotlight after the Securities and Exchange Commission (SEC) recently approved Exchange Traded Funds (ETFs) that hold Bitcoin futures. Investors are likely to see a marketing push promoting...
Robust investment gains rewarded investors in 2023. Declines in inflation and interest rates stimulated both the economy and the markets. Significant growth was achieved despite a number of challenges, surprising some...
The investment markets stumbled during the third quarter due to several negative events. Fortunately, the U.S. economy remains strong. A government shutdown was averted, but not resolved. Pullback in the Markets A...
The mid-point of 2023 offers a number of positive notes for investors. Investment gains are strong and inflation is falling, among other important updates. In this webinar we discuss key considerations in the markets...
Stocks rallied in the second quarter, posting impressive half year returns. The U.S. debt ceiling limit was resolved, averting a government default. The Fed paused on rate increases, at least for now. An Impressive...
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