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MARKET REVIEW: 4Q 2022
Like most investors, we were relieved to see 2022 end on a positive note. After two consecutive quarters of negative real US GDP growth, the US economy reversed trend and grew by a 3.2% annualized rate in the third quarter. Real consumer spending, investment spending, and increases in exports led
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MARKET REVIEW: 1Q 2020
There is no shortage of superlatives to describe the public health tragedy and the devastation in the capital markets in the first quarter of 2020.

March Madness
The 20%-plus gain in the S&P 500 Index between Tuesday and Thursday officially counts as a bull market and marks Monday as the end of

KEEPING PERSPECTIVE IN UNCERTAIN TIMES
The causes of each cycle and the depth and duration of the decline vary, but down markets and ensuing recoveries have been happening since before

Ready Position
In the first quarter of 2019, recession fears quickly surrendered to optimism when, in late January, the Federal Reserve announced they would hold off on

TOO MUCH OF A GOOD THING
Many investors see portfolio diversification as an almost magical strategy that reduces risk and ensures solid returns, but actually harmful in extreme doses.