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Quarterly Considerations – 09.30.2024

October 8, 2024 Topic

If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Open image for disclosures and list of indices representing each asset class. Past performance does not indicate future performance and there…

Market Review – Patience & Pragmatism

June 11, 2024 Topic

Market Review Patience & Pragmatism A back-to-the-basics look at allocating capital efficiently. May 2024 Key Observations A fixation on the direction of interest rates continues to drive prices in the short term, including in May. Rates moved lower, pushing rate-sensitive…

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Market Review – Ripple Effects

May 8, 2024 Topic

Market Review Ripple Effects The impact of military conflict on markets. April 2024 Key Observations Markets repriced in April on “higher-for-longer” rates pushing longer duration fixed income and duration sensitive equities lower. Small-cap growth stocks were hit as the two…

Quarterly Considerations – 03.31.2024

April 9, 2024 Topic

Quarterly Considerations – 12.31.2023

January 10, 2024 Topic

Market Review – Cheerful for the Holidays

December 6, 2023 Topic

Market Review Cheerful for the Holidays Markets rallied in November giving investors plenty for which to be thankful. November 2023 Key Observations Longer dated interest rates experienced a significant decline as market sentiment leaned towards anticipating 2024 rate cuts. Overall,…

Quarterly Considerations – 09.30.2023

October 5, 2023 Topic

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Watch Your Step! Avoid These 10 Common Investor Pitfalls

September 25, 2023 Topic

Watch Your Step! Avoid These 10 Common Investor Pitfalls August 2023 Following a difficult 2022, the vast majority of fixed income and equity asset classes find themselves in positive territory on a year-to-date basis. The current global market recovery offers…

Market Review – Summer Doldrums

September 8, 2023 Topic

Market Review – Summer Doldrums Markets took a step back in August as sentiment shifted surrounding Fed policy August 2023 Key Observations Fitch downgraded the United States’ credit rating to AA+ from AAA at the start of the month. Market…

Anticipated Allocation Adjustments

May 30, 2023 Topic

March proved to be one of the most volatile months in the history of the stock market. We’re officially in bear market territory and it happened very quickly. As the unfolding human and financial damage from COVID-19 hits the population and…

What Happens In March Stays In March

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What Happens in March Stays in March Markets rebound in April as investors move past initial panic reaction to COVID-19 Key Observations Investors benefitted from a substantial market rebound in April after an incredibly weak March, but year-to-date returns broadly…

Looking at the Past for Future Perspective

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Looking at the Past for Future Perspective | Bear Markets and Recoveries | June 2020 While the bear market earlier this year may have had little historical precedent given the nature of the COVID-19 pandemic, investors may find it helpful…

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