Category: Blog
An Eleventh Hour Deal
While the stock market didn’t express outright enthusiasm about the debt ceiling negotiation, it also wasn’t dismayed. The global stock …
Bell Webinar: 2022 Market Review & 2023 Outlook
Original air date: Monday, March 13th, 2023 at 12pm PDT Presenter: Portfolio Manager Ryan Kelley, CFA® Slide 1: Annual …
Too Much of a Good Thing
Last month, we wrote about our hope that investors had finally shifted their focus away from the Federal Reserve and …
A Bit of Optimism
Investors saw nice gains to start 2023 as both domestic and international stocks rose. Global small-cap stocks, in particular, stood out posting an increase of 9.3% for the month.
Inflation Falling
A year that began with losses ended the same way. After a strong November, December erased the prior month’s gains and sent stocks back to the cusp of a bear market.
Dollars, Euros, Pounds and Yen
After the U.S. stock market fell nearly 4% during the first few trading days of November, a better-than-expected inflation report …
Concentration Risk
After a choppy first half of October, the global stock market rallied and ended the month up by 6%. Of …
A Winding Road
Volatility has been a consistent theme this year and September proved no different. Investor optimism carried the global stock market …
Why Some Investors Lament Good News
The global stock market rally that began in mid-June continued for the first few weeks of August, before fizzling out …