Recap

Sep
06

Federal Reserve Set to Begin Cutting Interest Rates in September

Monthly Market Summary * The S&P 500 Index returned +2.3% in August, outperforming the Russell 2000 Index’s
2 min read
Aug
02

The Stock Market Experienced a Big Rotation in July

Monthly Market Summary * The S&P 500 Index returned +1.2% in July, underperforming the Russell 2000 Index’s
2 min read
Jul
01

2Q 2024 Recap & 3Q 2024 Outlook

Key Updates on the Economy & Markets
8 min read
Jun
03

Global Markets Trade Higher After April Sell-Off

Monthly Market Summary * The S&P 500 Index gained +5.1%, slightly outperforming the Russell 2000 Index’s +5.
2 min read
May
01

Rising Treasury Yields Cause Stocks & Bonds to Trade Lower

Monthly Market Summary * The S&P 500 Index returned -4.0% in April, outperforming the Russell 2000 Index’s
2 min read
Apr
01

1Q 2024 Recap & 2Q 2024 Outlook

Key Updates on the Economy & Markets
7 min read
Jan
01

4Q 2023 Recap & 1Q 2024 Outlook

Key Updates on the Economy & Markets
7 min read
Sep
01

Stocks Trade Lower in August as Interest Rates Rise

Monthly Market Summary * The S&P 500 Index declined -1.6% in August but outperformed the Russell 2000 Index’
3 min read
Jan
15

Recapping a Challenging 2022

Stocks, bonds had nowhere to hide
4 min read
Dec
01

Stocks Trade Higher for a Second Consecutive Month

Lower October inflation eases concerns over continued rate increases
3 min read