2023 Year-End Review

2023 was another year of twists and turns for investors as anxiousness and uncertainties turned into optimism and resiliency. As the story of the year concludes, investors have benefited from…

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The Magnificent Seven

Many film fans hear the words “Magnificent Seven” and immediately think of the American western film from 1960 or the contemporary remake in 2016 with Denzel Washington and Chris Pratt.…

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Third Quarter 2023 Earnings Recap

With 94% of the companies in the S&P 500 having reported their earnings for the calendar year third quarter, investors have been able to assess and understand earnings trends for…

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International Conflicts and Energy

International conflicts are at the forefront of news headlines in recent weeks with Hamas/Israel tensions seemingly rising each day.  Additionally, the Russia/Ukraine war now enters its 21st month and China and…

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Surge in Bond Yields

Since the spring of 2022, investors have been dealing with consistently rising bond yields. This has occurred in conjunction with the Federal Reserve raising the Fed funds rate to slow…

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A Looming Government Shutdown

Government shutdowns have become an increasing part of US politics as Republicans and Democrats try to use it as a bargaining chip or influence upcoming election strategy.  Since 1980, there…

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How Important is China

News headlines about China, both economically and politically, have increased as of late.  Items such as a ban on iPhones for government-backed agencies, China skipping the G20 summit, and evidence…

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New Bull Market

As of June 8th, the S&P 500 has rallied more than 20% off the market lows made in October 2022.  As a result, there is a refreshed debate on whether…

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