Market Updates

As Q1 of 2024 heads into its last couple weeks, the financial market’s themes for the year have begun taking shape. Strength in stocks has carried over from 2023 but bonds have struggled.  Interest rate indecision endures as front-running the Fed has faltered. On... Read More →

Market Outlook Summary Last year was a great year for stocks and bonds, with the S&P 500 returning 26% and the Bloomberg US Aggregate returning 5%.  Widespread gains broadened out at the end of the year across market caps, styles and geographies in stocks... Read More →

2023 Market Recap Summary 4th Quarter 2023 Market Recap Stocks experienced their best quarter since 2020 with a massive rally in the year’s final two months. 2023 ended on a high note, driven by falling interest rates, falling inflation, and the Fed’s presumed pivot... Read More →

Click below to listen to Kavar Capital Partners discuss the recent market environment with a review of asset class performance during 2023, an economic and policy outlook, and year-end initiatives in financial planning.In order to view the market update webinar facilitated through Zoom, please click... Read More →

Markets retreated to close out the 3rd quarter of the year, interrupting the strong rally off the lows of 2022 that persisted for the first seven months of 2023.   Rising interest rates pressured stocks and bonds in a recall to the environment of last... Read More →

The last couple months in the financial markets had a Deja Vu to ’22 feel to them.  Cross-asset class correlations were running high, pretty colors on pie charts were just running and every interviewee, analyst and commentator seemed to tilt negative.  The market’s muscle... Read More →

At the halfway point of the year, markets have thus far defied the pervasive bearishness and widely held narrative that the economy was due for a Fed-induced slowdown that characterized the outlook for the year.  US markets have rallied strongly, driven by the largest... Read More →

The first half of 2023 for the financial markets was defined more by questions than answers: These are all excellent points for consideration and are all, in some form or fashion, interconnected.  They underscore the intellectual curiosity critical to making informed decisions on the... Read More →