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...

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...

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...

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...

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...

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,...

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...

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

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...

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...