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Market Commentary
Quarterly Insights: October 2023
The U.S. economy has withstood the effects of higher interest rates better than expected, as what feels like the most anticipated recession of all tim...
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Market Commentary
Staying the Course
Financial markets can catch investors off guard. This year has been a case study of how market rallies can occur in the face of seemingly bad news. Do...
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Market Commentary
Quarterly Insights: July 2023
Financial markets can be full of surprises. Some provide valuable information by which we might adjust our investment strategies. Other times, surpris...
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Market Commentary
Market Update: Short-Term Pessimism, Long-Term Optimism
Around the time of the Global Financial Crisis (GFC), a guest comedian on Late Night With Conan O’Brien poked fun at airline passengers who complained...
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Market Commentary
Quarterly Insights: April 2023
It's been a little over a year since the Federal Reserve began their aggressive tightening cycle to combat persistent inflation, increasing short-term...
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Market Commentary
Grow Wealth
The Head and the Heart
In life, few things put us at the mercy of our emotions the way investing can. The last three years in the markets have been especially unnerving, exh...
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Market Commentary
Quarterly Insights: January 2023
As we welcome a new calendar year, we pause to reflect upon the one which has concluded and consider what 2023 might offer investors. 2022 was a tumul...
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Market Commentary
Faith Seeking Understanding
When in bear markets, like we are now, clients often ask us how we can keep our heads when it appears the world is coming apart. What knowledge do we ...
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Market Commentary
Quarterly Insights: October 2022
After dropping borrowing rates to zero during the pandemic, the Federal Reserve has dramatically changed course in a bid to fight inflation. As we’ve ...
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Market Commentary
How to Invest in a Changing Fixed Income Environment
In last quarter’s newsletter, equity analyst Dan Mintz considered equity investment in an inflationary environment. Today, we will discuss how the fix...
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