2024: 3rd Quarter Summary
We hope you have been enjoying the fall season thus far. As we head into the final stretch of 2024, we wanted to offer an overview of... more
Flash Commentary: How Geopolitical Conflicts Impact Markets
You’ve probably seen the news about the conflict between Israel and Hezbollah intensifying, which raises concerns about a wider war in the Middle East. Sadly, this is... more
Flash Commentary: Federal Reserve Rate Cut Impacts
As you may have heard, the Federal Reserve recently cut its benchmark lending rate, and many are wondering how this affects their financial situation. Below are answers... more
Flash Commentary: 3 Investor Lessons from the Summer’s Market Volatility
As we all settle back into our post-Labor Day routines, it's a great moment to pause, take stock of the markets, and maybe give our financial plans... more
August 2024: Market Update
After a strong June, major U.S. equity indexes were mixed in July, indicating some divergence and a potential shift in the narrative to come. And so far,... more
March 2024: JJ’s Market Insights
It is both delightfully simple and genuinely compelling to be able to summarize the behavior of the equity markets, not only in the last 12 months but... more
2023: 3rd Quarter Summary
“I watch the sun go down / And I keep hanging on, waiting for my lucky day” Chris Isaak, “Waiting For My Lucky Day” Last quarter, we... more
2023: 2nd Quarter Summary
“Have mercy, been waiting for the bus all day / I got my brown paper bag / And my take-home pay” ZZ Top, “Waitin’ for the Bus”... more
2023: Mid-Year Summary
“Send lawyers, guns, and money / Dad, get me out of this” Warren Zevon, “Lawyers, Guns and Money” U.S. investors breathed a sigh of relief in the... more
2022: 3rd Quarter Summary
“You damn right, I've got the blues / From my head down to my shoes” Buddy Guy, “Damn Right, I've Got The Blues” Every investor is now... more