If the year 2022 were a fish, we’d throw it back. Between the spike in inflation, the historic rise in interest rates, the deepening geopolitical saga in Ukraine, and the less-than-optimal performance of virtually all assets around the globe, we thought we’d take this...
We’ve almost made it to the end of the year. And what a year it has been. You may recall that in January, we were trying to set expectations that returns for client portfolios this year would likely be modest at best, considering each of the three previous years had...
As you might imagine, we’ve had a few folks inquiring about the current state of the markets, the outlook for the rest of this year, and what 2023 might have in store. We’ve prepared this summary to give our readers a way to take stock of things and to provide some...
The market’s recent rally (up 9% in July) has provided some relief from this year’s challenging conditions. It also has people asking a lot of questions such as: Is the bear market over? Is this just a relief rally? Is another shoe going to drop and send the markets...
