April 2023 Newsletter

First Quarter Market Commentary Stocks rallied to a six-week high in late March as worries about the banking sector eased amid cooling inflation data. The S&P 500 rallied 3.48% and is now up [...]

August 3rd, 2023|

December 2022 – Newsletter

December Market Commentary Happy New Year! Easing inflation pressures and a resolution of the fiscal turmoil in the United Kingdom fueled a strong rally in stocks and bonds early in the fourth [...]

January 31st, 2023|

August 2022 – Newsletter

July Market Commentary In July, stocks staged their strongest monthly rally since November 2020. US stocks gained in the high single digits, with international stocks posting gains in the low-to-mid single [...]

August 16th, 2022|

July 2022 – Newsletter

June Market Commentary The first half of 2022 is in the books - stocks and bonds experienced their worst first half performance since 1970. In June, stocks posted their second worst [...]

July 18th, 2022|

May 2022 – Newsletter

April Market Commentary It was a challenging month for investors, as April ushered in bouts of volatility in the stock and bond markets. Investor sentiment has turned more negative as markets [...]

May 31st, 2022|
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