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.

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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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Global Divide

Global Divide

Select US stock indexes added more gains in September in a year that’s already been bright for US equity markets. The Dow Jones Industrial index led the way higher and, now clings onto gains close to 8% for the year. The S&P 500 index also made...

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A Matador’s Market

A Matador’s Market

The US stock market recently set a new record for the longest bull market documented in documented history. Excluding dividends, large-cap stock indexes have gained between 5.0% and 17.5% this year. Technology stock performance lies at the top-end...

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Real Growth

Real Growth

Closing out July was a sizeable real growth number for the last quarter. The initial estimate for US economic growth in the second-quarter of this year came in at 4.1% annualized. Earlier in the year, the consumers’ health was called into question....

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Inflation in the Wind

Inflation in the Wind

The US economic cycle is heating up and so is summer uncertainty. The Federal Reserve Bank (Fed) has been primarily focused on containing inflation, but now they may have to get ahead of it. Manufacturing and industrial data coming out of various...

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