As we turn toward the second half of 2023, our team breaks down what you need to know about the financial markets through Q2.
Financial Sense: Q3 2023 Newsletter
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Quarterly Newsletter
Financial Sense: Q2 2023 Newsletter
Index Returns You have heard the saying that “Stocks climb a wall of worry”. That has certainly been the case so far in the first quarter of 2023. With the Federal Reserve still raising rates, the continuing Russia-Ukraine war, the debt-ceiling concern in Washington,...
Q1 Newsletter Highlights + Insights
In our first quarterly newsletter of 2023, we break down how historically, uniquely challenging the market was in 2022 – and we detail how our team is approaching the market in the new year.
Financial Sense: Q1 2023 Newsletter
Index Returns Prior to 2022, there have only been two years (1931 and 1969) in which stocks and bonds were both down in the same year. To say this occurrence is uncommon would be a big understatement. In fact, there were zero years in which both were down more than...