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Thursday, April 25, 2024

The first quarter of 2024 continued the momentum from the last quarter of 2023, richly rewarding equity investors while providing slightly negative returns for fixed income. The large-cap S&P 500 delivered a strong 9.49% return,...

Wednesday, January 31, 2024

2023 started with a whimper and ended with a bang, with markets trading sideways in the beginning but steadily improving as interest rates normalized by the end of the year. All the major indices ended the year higher than where they...

Friday, October 20, 2023

We would like to open this newsletter by acknowledging the tragic events that have occurred in Israel, starting with Hamas’s surprise incursion into southern Israel on October 7th, 2023, the 50th anniversary to the day of the...

Wednesday, July 19, 2023

The broad-based rally of 2023 continued its march into the second quarter, with all major indices posting gains year-to-date. The tech heavy NASDAQ has led the way, with a 39.35% increase so far this year. While impressive, the NASDAQ...

Thursday, April 20, 2023

The first quarter of 2023 saw continued inflation, Fed rate hikes, and turbulence in the banking sector. Despite these negative headlines, most markets performed respectably well, clawing back some of their losses from 2022.  The...

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Wednesday, January 18, 2023

2022 proved to be a difficult year for investors. The combination of sticky inflation, Fed rate hikes, andinternational turmoil drove both equities and fixed income into negative returns. The S&P 500, a broad gauge ofthe U.S. stock...

Wednesday, October 19, 2022

The third quarter of 2022 proved to be a disappointing sequel to the second, with markets continuing to respond harshly to persistent inflation, Fed rate hikes, and international turmoil. The S&P 500, a...

Tuesday, July 19, 2022

You do not necessarily need a table like the one above to know that markets have had a tough time this year. However, it can be useful to review the numbers to put this bear market into perspective. Equities, as measured by the S&P 500...

Wednesday, April 20, 2022

2022 has proven to be an incredibly volatile year so far for the markets. Between the acceleration of inflation that started in late 2021, rising interest rates, declining stock and bond markets, and the tragic war in Ukraine,...

Wednesday, March 16, 2022

On February 24th, 2022, Russian forces invaded Ukraine. Dubbed a “special military operation” by Russian President Vladimir Putin, this incursion into Ukraine has devolved into a war between two sovereign nations, the first...