Weight Loss Drugs and the Impact on Markets
Last year, artificial intelligence (AI) was a hot topic and captured the imagination of investors and the mainstream alike because of the broad implications and potential for dramatic change in…
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…
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…
The Magnificent Seven
Many film fans hear the words โMagnificent Sevenโ and immediately think of the American western film from 1960 or the contemporary remake in 2016 with Denzel Washington and Chris Pratt.…
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…
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…
The Difficulty of Market Timing
Trying to time the market seems like a simple task. Investors know the stock market does not move in a straight line throughout the year and there will be periods…
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…
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…
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…