Market Updates

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 →

The Debt Ceiling crisis has intensified to a boiling point as government officials have failed to make meaningful progress towards an agreement in the latest display of dysfunction in the Nation’s Capital.  In multiple ways, this “crisis” is completely self-inflicted and something that shouldn’t... Read More →

The first quarter of 2023 produced the 2nd consecutive quarter of market gains as broad markets reacted favorably to better-than-expected economic data and falling bond yields, led higher by 2022’s most out of favor sectors.  The S&P 500 returned +7.50% for the quarter with... Read More →

Good evening, The last 3 trading days in the market has been characterized by a sharp increase in volatility led by falling share prices of banks – a few of which have seen all-out collapses in value.  In spite of government action announced last... Read More →

Good Morning,  The stock market had a very challenging session yesterday, well, at least the second half of the trading day was challenging.  We’ve fielded questions from several clients and most were oriented around the following couple questions:  What drove the market lower yesterday... Read More →

2023 Outlook Early on in 2023, markets are assessing the landscape for assets as the end of 2022 left many loose ends untied – particularly surrounding tighter monetary policy and its lagged impact on the economy.   As we prepare for another eventful year in... Read More →

4th Quarter 2022 Review Although markets posted positive returns in the 4th quarter of 2022, the volatility that troubled investors all year remained present throughout; largely driven (again) by an increasingly aggressive Federal Reserve in their pursuit of lower inflation and subsequent economic concerns... Read More →

Good evening! When our children were little, my wife and I used to remark that often the days went on forever, but the years flew by.  That has keenly characterized how I’ve felt about 2022! It is difficult to digest that Thanksgiving is next... Read More →