Insights
Avoid Distraction
02/15/2024
Market Perspective
A U.S. presidential election year has arrived, and investors might be bracing themselves for the onslaught of campaign commercials and political distractions. Add to the ...
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January 2024 Market Recap
02/14/2024
Market Recap
The equity market rally from the end of 2023 carried into January, although not without bumps along the way. From the start of the year ...
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Expectations vs Reality
01/16/2024
Market Perspective
2023’s year-end rally helped mark the S&P 500® Index’s sixth strongest annual return in the last 25 years, seemingly fueled by optimism surrounding the direction ...
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December 2023 Market Recap
01/08/2024
Market Recap
The S&P 500® Index returned 11.69% in the fourth quarter of 2023, with monthly returns of -2.10%, 9.13%, and 4.54% in October, November, and December, ...
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The Quality Factor
12/13/2023
Market Perspective
Investors chase various goals, but often diversification is key and high atop minds amid the current stock-bond correlation conundrum...
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