Can We Keep This Going?

Stocks had an impressive first quarter, rising across all segments with US large cap stocks continuing to lead the pack.  Performance has broadened out from the “Magnificent Seven” stocks (MSFT,…

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Have We Landed the Plane?

The U.S. large stock market indices, the S&P 500, Dow Jones Industrial, and Nasdaq, are all creating new all-time highs on a regular basis and have displayed significant strength since…

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Starting Off On The Right Foot

In January, we had mostly positive performance for stocks, while bond performance was slightly negative. From an economic perspective, there is an increasing belief that we can avoid a US…

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What A Difference A Month Makes

It was a very positive return month for stocks and bonds in November. After economic reports that reflected a calming inflation environment, assets rose in anticipation of a pause and…

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The October Respite Never Arrived

After a September swoon, which is fairly common, there were hopes among investors that the markets could experience an October rally.  October did not provide respite from the selling pressure…

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Let’s Celebrate Labor

According to the US Department of Labor, Labor Day is an annual celebration of the social and economic achievements of American workers.  The American worker is certainly deserving of recognition…

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Conflicting Signals

Investors would be forgiven for being a little confused at stock and bond markets this year. There are many conflicting signals that, when combined with the very recent and exceedingly…

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An Update on the Banking System

An Update on the Banking System Due to the recent closures of Silicon Valley Bank and Signature Bank, financial companies across the globe have come under intense scrutiny.  While we…

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