INSIGHTS

Interested in following financial investment performance each month? Our team can help! We take time each month to review the markets, share insights, and offer useful information.

Check out past market reviews below, or sign up to get them delivered to your inbox monthly!

Rate Cut: Two and Done?

Rate Cut: Two and Done?

The Federal Reserve gave financial markets what was expected by lowering the target rate for the Fed Funds by 25 basis points. The Fed called the rate cut a mid-cycle adjustment and not the beginning of a new easing cycle. The markets read this as...

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Signs of a Stimulus

Signs of a Stimulus

Evidence of an economic slowdown may be starting to appear in recent economic data, specifically related to industrial production, manufacturing and construction. Securities markets appear aware that something is happening and are setting their...

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Synchronization of Risks

Synchronization of Risks

Stock indexes retreated last month on increased global tensions and uncertainties. The index level on the S&P 500 dropped in May posting its worst monthly loss since December of last year. Still, the index level maintains a high single-digit...

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Asset Markets On Pace

Asset Markets On Pace

US large-cap stocks have made an impressive come back this year. After touching a low point last December, the price level on the S&P 500 has finally climbed back to last year’s record high. Currently, the index in trading near its all-time...

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Tape Watching

Tape Watching

Most of the major equity markets ended the first calendar quarter of the year with double digit percentage gains. Much of last year’s losses have been put in the past. What’s more, popularly followed indexes are closing in on last year’s all-time...

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An Eye on Valuation

An Eye on Valuation

US equities piled on another month of gains in February. So far this year, the indexes in the US stand on higher ground. Specifically, the index level of the S&P 500 was about 11% above last year’s close when February ended. Anyone who sold-out...

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Tides Can Change

Tides Can Change

Financial markets are akin to a dynamical system, and January was a perfect example of that analogy. The month shaped out as one of the best months on record for stocks in years. Shortly before January, global stock markets were rattled on an...

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A Wild Month for Wall Street

A Wild Month for Wall Street

The Dow Jones Industrial Average delivered a historic day of performance on the day after Christmas. The index snapped back from a dismal day of trading on Christmas Eve and realized a gain of over 1,000 points. Other major US indexes swelled to...

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Zigs and Zags

Zigs and Zags

The US stock market continued its volatile streak from October and gave investors more whiplash in November. US large-cap stocks have receded in the neighborhood of 7.5% since reaching all-time highs in the first few days of October. US small-caps...

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Pushing Through

Pushing Through

October was a grueling month for US stock market participants. The S&P 500 nearly lost 10% between September 20th and October 29th. At its worst moment, year-to-date gains flipped from being positive to being negative. The S&P 500 has since...

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