Market Returns: Source: Morningstar Direct Table 1 Market Commentary: As referenced in table 1, Quarter 3 saw a cooldown in global indices outside of the energy markets. This marked a reversal from the first half of the year where the NASDAQ was up over 30% due to AI craze...
Israel-Hamas War We are heartbroken about the ongoing situation between Israel and Hamas and certainly hope for peace as quickly as possible. Below is a summary of the ongoing conflict and our take on relevant portfolio observations. As always, we are vigilantly monitoring the evolving situation. On...
Mid-Year Review: Staying Focused as Markets Shift The first half of the year has given investors plenty to process; from banking turmoil to an increasingly inverted yield curve, to the debt ceiling debate. Inflation has continued to retreat from last year’s four-decade high, with a 12-month...
Take It To The Bank As we discussed in our January newsletter “The level of support the Federal Reserve provided to the markets and our economy in 2020 and 2021 was unprecedented, and the withdrawal of this support and its effect on the markets is a...
A Peak Into the Past for Some Insight to the Future? As we open the chapter to another year, many of us are wondering if the S&P 500 will experience another negative year, for a second year in a row. Since 1928, this has occurred four...
The Federal Reserve’s Battle with Inflation Inflation continues to be the primary concern for the Federal Reserve and the markets. U.S. inflation eased slightly in August, while core inflation rose prompting the Fed to hike short term interest rates three quarters of one percent in July...
Time is such a funny thing – three months can feel so short yet at the same time be packed with what seems like a year full of events. You may have already forgot that the Olympics just recently took place over the summer, it...
While society is still not completely back to “normal,” it certainly feels like the world is a lot closer to normal than where we were at the peak of the pandemic. And that feels great! People are taking vacations again, though staying closer to home...
These newsletters have contained their fair share of adjectives to describe the past twelve months and for good reason. 2020 was truly remarkable – from escalating geopolitical tension to start the year (i.e. US and Iran) to a global pandemic to heightened racial tensions to...
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