Q4 2023 Market Insights

In the fourth quarter, financial markets staged an impressive rally due to the Federal Reserve setting expectations for aggressive rate cuts. The year ended strong for U.S. stocks thanks to “the Magnificent Seven” companies, collectively returning 76%. As we head into 2024, there are many crosscurrents that need to be watched as volatility is expected [...]

Q4 2023 Market Insights2024-01-31T18:09:24+00:00

Q3 2023 Market Insights

In the third quarter, investors closely monitored economic data and Federal Reserve comments. While better-than-expected results reduced some recession concerns, there are worries about potential inflation and further rate hikes due to sustained U.S. growth. The surge in the budget deficit, fueled by increased government spending, supports short-term growth but poses challenges with rising interest [...]

Q3 2023 Market Insights2023-10-19T14:56:33+00:00

Q1 2023 Market Insights

Despite the sudden failures of Silicon Valley Bank and Signature Bank of New York, the government's quick response boosted confidence in the banking system, resulting in modest gains for both stocks and bonds. However, the unintended consequences of the Fed Reserve's actions have posed challenges in controlling inflation without causing economic slowdown, with potential risks [...]

Q1 2023 Market Insights2023-07-28T17:45:50+00:00

Q4 2022 Market Insights

The key to successful investing is creating and adhering to a thoughtfully constructed long-term investment plan based on your financial position, risk tolerance and investment timeline. Extended bouts of volatility like we have experienced over the past nine months should not alter an established, diversified approach designed to meet your long-term investment goals.   Read [...]

Q4 2022 Market Insights2023-03-02T19:29:23+00:00

Q3 2022 Market Insights

The key to successful investing is creating and adhering to a thoughtfully constructed long-term investment plan based on your financial position, risk tolerance and investment timeline. Extended bouts of volatility like we have experienced over the past nine months should not alter an established, diversified approach designed to meet your long-term investment goals.   Read [...]

Q3 2022 Market Insights2022-10-21T18:21:10+00:00

Q2 2022 Market Insights: Successful investing is a marathon, not a sprint.

It’s important to remember that recessions are a normal part of the economic cycle. Recessions are not a matter of “if ” but simply a matter of “when” they will occur. The news media often portray them as a catastrophe, but the reality is that every economic cycle ends in a recession, allowing any excesses [...]

Q2 2022 Market Insights: Successful investing is a marathon, not a sprint.2022-07-28T15:15:51+00:00

May Market Update

In 2021, the economy grew at a robust 5.7% as measured by Gross Domestic Product (GDP). This pace of economic growth is expected to slow considerably in 2022 due to waning fiscal stimulus and heightened inflationary pressures. While we believe that inflation in the U.S. has likely peaked, it appears that it will take much [...]

May Market Update2022-05-27T15:51:57+00:00

Russia-Ukraine Conflict and it’s Impact on Markets

Volatility has picked up across both stocks and bonds as investors continued to come to grips with the Federal Reserve’s (Fed) hawkish policy shift, still elevated inflation, and Omicron’s dampening impact on economic activity. The S&P 500 fell for the third straight week through January 21st and is now down - 8.3% from its January [...]

Russia-Ukraine Conflict and it’s Impact on Markets2022-03-02T16:58:10+00:00

Q4 2021 Market Insights: Strong Execution by Corporate America Drives Positive Outlook for U.S. Equities

Markets have exhibited very impressive resilience since the pandemic began and that remained the case throughout the fourth quarter and all of 2021, as the strength of the U.S. economy and corporate America helped produce another year of substantially positive returns in stocks.  That resilient nature is expected to support markets and the economy as [...]

Q4 2021 Market Insights: Strong Execution by Corporate America Drives Positive Outlook for U.S. Equities2022-05-27T15:17:31+00:00

Q3 2021 Market Insights: Even with Volatility a Positive Outlook with Equities Remains

For the better part of the past year and a half, equity markets have been on an upward trajectory despite the impacts of the pandemic. Yet September brought a month of volatility. Even with this news, we believe the outlook for equities continues to be positive. Read the Newsletter

Q3 2021 Market Insights: Even with Volatility a Positive Outlook with Equities Remains2021-10-26T14:36:16+00:00