Market Updates
November Market Update: Offering Thanks
Video summary by Tom Young, CFP® below! The penultimate month of the year is often a time to reflect and offer thanks. And while economic and geopolitical uncertainty can overshadow the positives,...
October Market Update: Staying the Course
The S&P 500 lost 3.3% in the third quarter after sliding nearly 5% in September. Putting this into perspective, nothing really qualifies as out of the ordinary. Since 1950, the S&P 500 has...
Staying Invested in a Tricky Market
Making economic forecasts and stock market predictions can be humbling. It’s especially tough when you expect stocks to go higher and get a big drop instead. The environment today is the opposite,...
Better than expected first half 2023
As we move into the final half of 2023, we believe there’s value in reflecting on recent months gone by. Doing so can help crystallize key learnings and help chart a course through the rest...
Is the Debt Ceiling Bringing You Down?
So, what’s up with the U.S. debt ceiling? As potential threats loom large, we’re seeing articles in abundance, explaining where we’re at, how we got here, and what to expect next... We share...
First Quarter Update
The “I’s” had it across the first quarter, as inflation and interest rates continued to dominate popular financial headlines. That is, at least, until the Silicon Valley Bank meltdown took over,...
Waiting for New Highs
Financial markets have experienced quite a bit of change this year in just two short months. We started the year hopeful that stocks would benefit from a better economic and monetary policy...
Opportunties in 2023
Identifying Challenges and Uncovering Opportunities Whether you’re one to set ambitious New Year’s resolutions or simply use the beginning of the year to reset on a few habits, there’s almost...
Reasons for Optimism
We wish you a happy New Year and hope you were able to close out 2022 with friends and family. The beginning of a calendar year is often the time when the previous year’s reflections...
November Stock Market Performance
October was a favorable month for stocks and provided some respite for an otherwise very tough environment for both stocks and bonds. The stock market performance in October follows extreme...