Market Recap One of Wall Street’s adages – the market does what it needs to do to prove the majority wrong – came true in the first half of 2023. Coming into the year and dating back to the October 2022 lows, investor and consumer sentiment had hit rock bottom, close...

Key Observations & Outlook ▶ The avoidance of a more significant economic downturn has been enough to propel the equity markets higher ▶ Labor markets are still tight and remain a bright spot for the economy ▶ Oil prices have risen 20% over the past 5 weeks,...

Market Recap  Stocks and bonds experienced some choppiness but finished higher in April. The stock market, as measured by the S&P 500, was up 1.6%, but the market’s advance is becoming narrower, where fewer stocks are participating in the upward movement....

 January 2023 Market Recap  We kicked off the New Year with a nice rally in the financial markets across most asset categories, including stocks, bonds, gold and precious metals, and international stocks (both developed and emerging markets). Let’s review...