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…

Continue Reading Starting Off On The Right Foot

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…

Continue Reading 2023 Year-End Review

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.…

Continue Reading The Magnificent Seven

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…

Continue Reading What A Difference A Month Makes

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…

Continue Reading Third Quarter 2023 Earnings Recap

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…

Continue Reading The October Respite Never Arrived

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…

Continue Reading International Conflicts and Energy

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…

Continue Reading Surge in Bond Yields