Insights

2024 began with concerns about recession, soft landing, hard landing, and other market-related issues. However, now that 2024 is behind...

The S&P 500 ended November with gains on eight of the final nine trading days of the month.  The 5.73% gain for the S&P in November...

The current bull market turned two on 10/12/24, making this the 12th bull market (out of 27 total) for the S&P 500 since 1928 to make it...

On Friday, the S&P 500 index  closed out August in positive territory. The achievement was especially impressive considering the plunge...

July allowed several markets to move into new all-time highs. However, the market became turbulent in the second half of the month, with...

I skipped the market review for March due to commitments for tax season and requirements in an equity analysis class. March was a...

Powered by positive earnings surprises and solid economic data, the S&P 500 closed above 5,000 for the first time on February 9. The S&P...

January’s Market Review The first month of 2024 is already complete. The S&P 500 finished the month up 1.6%, The Dow Jones Industrials...

December's Market Review Falling interest rates helped spark a remarkable year-end rally, which shifted into overdrive in December when...

Many clients have taken our bi-annual survey over the last fifteen months, which helps us determine where we can improve. Based on these...

The chart below illustrates 11 points in history where we experienced a peak in the Geopolitical Risk Index, and it shows the return of...

Investing and staying invested during periods of volatility can be difficult. Gaining a historical perspective can help expectations and...

I Bonds are bonds issued by the U.S Treasury that earn interest based on a fixed rate and a variable rate that is adjusted twice a year...

Thinking well is a superpower. It's not a character trait that receives much attention, but I'd argue it's what matters. All other...

It’s no secret that markets have been gyrating over the last few weeks as investors have focused on inflation. In our opinion, volatility...

It's no secret that the underlying market dynamics have changed over the past month due to geopolitical forces potentially causing a...

The Russian invasion of Ukraine has drawn condemnation and punitive sanctions from the United States, Europe, and their allies. The...

On December 15, 2021, the Federal Open Market Committee (FOMC) of the Federal Reserve System made a significant shift in monetary...

If you pay attention to financial news, you probably see a lot of discussion about inflation, which has reared its head in the U.S....

Public fascination with cryptocurrency tends to follow dramatic gains and losses in the market. Dramatic losses usually result in pundits...