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December 2023 Market Update

Good Afternoon, Much to the delight of investors, equity and bond markets built upon the recent rally in December and finished the …

November 2023 Market Update

Christmas came early for the capital markets this year. November proved to be an excellent month across multiple asset classes. November Market …

October 2023 Market Update

October proved to be a spooky month for the markets. The negative returns were a result of mixed corporate earnings, macroeconomic data, …

September 2023 Market Update

The ‘September Effect’ is a calendar-based market anomaly where stock market returns are consistently negative for the month. Of course, this theory …

August 2023 Market Update

After a good July, August saw the markets pull back until the 24th, and then pare some of those losses to close …

July 2023 Market Update

The month of July saw a positive run in the markets. For a nice change of pace, the returns were more spread …