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Market and Economic Commentary: Q3 2023
Quarter In Review
Markets were off to one of the best start in decades during the first half of...
Market Commentary: August 2023
Big Picture
Scorching temperatures made this one of the hottest Augusts on record.[1]However,...
Market Commentary: July 2023
Big Picture
The strong performance of markets over the first half of the year continued through...
Market Commentary: June 2023
Big Picture
Despite a somewhat lackluster April and May, equities markets ended one of the better...
Market Commentary: May 2023
Big Picture
May was a turbulent month for U.S. markets. Investors grappled with persistent...
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The Value of a Financial Advisor in the Age of AI
Hardly a day goes by without new artificial intelligence technology advances making the news. It...
Market Commentary: April 2023
Big Picture
April brought a wave of economic uncertainty, as market participants grappled with...
Market Commentary: March 2023
Big Picture
Markets took investors for a roller coaster ride in March. All eyes were on Fed Chair...
What You Should Know About Investing in Small Cap Stocks
On February 19, 2020, the S&P 500 closed at record highs. However, as concern over the spread of...
Perspectives on The Recent Bank Failures
Events over the past few days have some investors nervous. But, of course, bank runs tend to do...