Major Index Returns – QTD & YTD 2023 Markets have been mixed early on in Q2. U.S. Small Cap and Mid Cap stocks (S&P 600 and S&P 400) as well as Emerging Markets stocks have been the biggest laggards thus far, while U.S. Large Cap and International...
This month’s commentary features Kevan’s analysis of the latest market trends over the past quarter. We understand that market volatility can be nerve-wracking for investors. However, we also know that history has shown that staying the course and...
In light of recent events, we wanted to focus this month’s commentary on information and perspectives related to concerns with the US banking space, which began with the failures of Silicon Valley Bank (SIVB) and Signature Bank. With the addition of recent struggles...
All major stock and bond indexes positive thus far, driven by optimism of falling inflation and a slowdown of future Federal Reserve Rate hikes. The economy has also shown resilience with stronger jobs data and continued consumer (and corporate) resiliency. In a...
Inflation – Finally Fading? Inflation has been much stickier than anyone anticipated, but we have seen signs of a downward trend forming. Will this continue? With supply chains normalizing, the biggest question mark is when the falling real estate prices and...