Market Outlook

Fed Rate Cut: What Consumers Need to Know

The Federal rate cut is likely to have a mixed impact on consumers. While lower borrowing costs can make it easier to finance purchases and reduce debt burdens, lower returns on savings could affect retirement planning and other financial goals. Consumers should carefully consider their individual circumstances and financial plans before making any major decisions in[...] Continue reading

Stock Market and Presidential Elections

The stock market allows investors to invest in high-quality companies each day. This is an effective way to grow your wealth over time, but several factors can affect how the stock market performs. It’s essential to be aware of how elections impact the stock market over the short term and what strategies you can implement for your investments to counteract stock market[...] Continue reading

4th 2023 Quarter Market Commentary

Strong Close to 2023, But Gets Tougher From Here  Stocks ended 2023 on a high note, with the S&P 500 Index advancing by 11.7% in the fourth quarter, closing the year with a 26.3% return and within striking distance of all-time highs. The powerful rally could be attributed to continued disinflation traction, increased credibility of the soft economic landing[...] Continue reading

Market Update May 11, 2022

As we outlined in our early-year outlook commentary and presentations, we thought 2022 would be a “reset” year for equity markets. The extraordinary returns investors enjoyed over the previous three years left equity valuations high and markets susceptible to unforeseen outcomes – such as – more persistent inflationary pressures, surging bond yields, and[...] Continue reading

2020 Fixed Income Review & 2021 Outlook

Money Supply As we are all well aware, 2020 was consequential year for all of us. What begun as one of the strongest U.S. economies in history, quickly turned negative towards the end of the first quarter as the  reality of the Covid-19 virus took hold. Unlike the previous economic collapse of 2008-2010, the Federal Reserve learned that massive, early[...] Continue reading