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Investors Say Good Riddance to 2022. What’s in Store for 2023?

Investors Say Good Riddance to 2022. What’s in Store for 2023?

Last year was simply painful. All three major large-cap U.S. equity indices were in the red. The Dow Jones Industrial Average declined 8.8%, the S&P 500 fell 19.4%, and the tech-laden Nasdaq took a -33.1% nosedive.¹ Headlines note that this was the weakest...

Markets Rally Post-Midterm Elections—Will It Continue?

Markets Rally Post-Midterm Elections—Will It Continue?

Following midterm elections, November 2022 was good to investors, which tracks with historical post-election norms. The tech-laden Nasdaq rose nearly 5.5% for the month and both the S&P 500 and the Dow Jones Industrial Average rose almost 6% in the 30-day period.1...

Was the October Rally Just a Head Fake or Will It Continue?

Was the October Rally Just a Head Fake or Will It Continue?

“Don’t do something, just stand here.” — American Investor and Philanthropist, Jack Bogle We all have heard that often-repeated quote from Mark Twain, “October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January,...

July to Mid-August Rally Followed by Late August Swoon—What’s Next?

July to Mid-August Rally Followed by Late August Swoon—What’s Next?

“And when things start to happen, don’t worry don’t stew, just go right along, you’ll start happening too.” — Dr. Seuss, “Oh, The Places You’ll Go” S&P 500 Throws Investors a Curve Ball Just when many began to feel that the market may have bottomed on June 16 and...

Staying Calm Despite Transitions in the Market and Economy 

Staying Calm Despite Transitions in the Market and Economy 

 “Patience Is a Virtue.” “Good Things Come to Those Who Wait.”  – English Poets, William Langland and Lady Curie, respectively  The first five months of 2022 have no doubt tried the patience of all investors. We know the fundamentals of our economy...

April Tested Investors’ Souls, But We Stand By Our Base Case

April Tested Investors’ Souls, But We Stand By Our Base Case

“And now you know the rest of the story.”–Paul Harvey, Iconic American Radio Broadcaster Stocks Took a Beating in April There’s simply no doubt about it… April 2022 was an ugly month for U.S. stocks. The S&P 500 declined 8.8%,1—its worst month since the awful 35%...

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