Blog

The old investing adage, “don’t fight the Fed”, was in full force in August as both stocks and bonds declined after hearing a more resolute tone from...

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Markets marched expeditiously higher in July as investor optimism increased on signs that inflation may be softening. The S&P 500 index (large-cap US...

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US stocks, as measured by the S&P 500 index, reached an all-time high in late December of 2021. From there, a confluence of risks and realities has...

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For markets, economies, and geopolitics, 2022 has felt like all bad news. At its worst point in mid-May, the S&P 500 index (large US companies) had...

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April was an abysmal month for most risk assets, with the S&P 500 index (large US companies) declining nearly 9 percent bringing year-to-date losses...

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Equity markets are once again in correction territory (defined a decline of 10% or more) with some parts of the market, such as technology stocks,...

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Since our last monthly update, it’s fair to state that the Russia / Ukraine war and resulting energy and commodity price increases have clouded the...

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Any attempts for an investment management firm to accurately describe the horror and tragedy that is occurring in Ukraine would undoubtedly fall...

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January was an ugly start to the year for the capital markets with the S&P 500 index declining more than 11% at its worst point before recovering to...

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Executive Summary

Rising costs have been a reality for much of 2021, though we anticipate the pace of increases to moderate in 2022 as energy prices...

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