Dear Valued Investor, The penultimate month of the year is often a time to reflect and offer thanks. And while economic and geopoliticaluncertainty can overshadow the positives, there are things to be thankful for. Here is just some of what we’re thankful for, now...
Stocks rose nicely in July, as the S&P 500 Index returned 3.2% for the month, bringing its year-to-date gain to a stellar 20.7%. The fifth straight monthly gain for the index came amid expectations of a Federal Reserve (Fed) pause, resilient U.S. economic data,...
Dear Valued Investor, Making economic forecasts and stock market predictions can be humbling. It’s especially tough when you expect stocks to go higher and get a big drop instead. The environment today is the opposite, but still tricky, as recession hasn’t followed...
Stocks rose solidly in June, as the S&P 500 Index returned 6.6% for the month, bringing its first half gain to a stellar 16.9%. June gains came despite an increasingly hawkish Federal Reserve (Fed) and resulting rise in interest rates as market participants seemed...
Dear Valued Investor, As we finalize the log on the first six months of 2023, we believe there’s value in reflecting on recent months gone by. Doing so can help crystallize key learnings and help chart a course through the rest of the year. Looking back on the first...
