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Market Commentary: Q2 2024
Quarter In Review
In the second quarter of 2024, markets were in a state of flux, reacting to...
Market Commentary: May 2024
Big Picture
Historically, the S&P 500 underwent an average decline of 0.1% in May, making it the...
Market Commentary: April 2024
Big Picture
Surging inflation has fueled concerns that the Federal Reserve is becoming more hawkish.
Market Commentary: Q1 2024
Quarter In Review
After the “everything rally” of 2023, many investors entered the year with high...
Market Commentary: February 2024
Big Picture
February was a strong month for equities markets, particularly in the United States....
Market Commentary: January 2024
Big Picture
The animal spirits that animated the “everything rally” at the end of 2023 carried over...
Market Commentary: Q4 2023
Quarter In Review
Markets shook off one of the worst October performances in years to finish with a...
Market Commentary: November 2023
Big Picture
Thanks to positive economic data fueling expectations that the Federal Reserve has...
A Guide to Tax Gain Harvesting
Taxes are a significant expense for most Americans. As such, savvy investors have come to...
Market Commentary: October 2023
Big Picture
Over the past decade, October has been among the best-performing months of the year,...