Second Quarter 2023: Don’t Stop Me Now Stocks continued to advance, shaking off the bear market of 2022, as several potential market disruptions failed to materialize. Unexpected global banking sector issues, including the second largest bank failure in U.S. history, were quickly dealt with by U.S. and European regulators, stemming off a major credit crunch. … Continue reading Second Quarter 2023 Market Snapshot →

First Quarter 2023: Resilient Economy, Weak Banks, Swift Intervention Softening inflation, a budding banking crisis, and a strong overall economic picture caused investors to re-evaluate their expectations for future interest rates in the first quarter. As a result, many of 2022’s trends – of lower asset prices in general, investor preferences for value stocks over … Continue reading First Quarter 2023 Market Snapshot →

Fourth Quarter 2022: What’s Next? A tepid fourth-quarter rally in both stocks and bonds helped cut losses to close out a frustrating year for investors. For the full year, both global stock and investment-grade bond market indices suffered double-digit losses, as stock/bond diversification failed to meaningfully protect portfolios. A traditionally diversified portfolio of 60% stocks … Continue reading Fourth Quarter 2022 Market Snapshot →