Category: Finance
A Lazy May
Forrest Bell, CFP®
June 2, 2021
May was mostly uneventful for investors. After small gains during the first week, stock markets had a minor selloff before ...
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A Pause to Rising Interest Rates
Forrest Bell, CFP®
May 5, 2021
April was a positive month for stocks, with broad equity categories gaining between 2-5.5%. These gains extended to large growth ...
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Interest Rates Rising
Forrest Bell, CFP®
April 5, 2021
As discussed in our last client letter, this year has seen a rise in longer-term interest rates. In March, long-term ...
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U.S. Market Experienced a Large Rotation in Leadership
Forrest Bell, CFP®
March 2, 2021
Global equity markets started February with strong gains, only to take a step back during the final two weeks. Despite ...
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The Performance of the U.S. Bond Market Has Shifted
Forrest Bell, CFP®
February 2, 2021
Financial markets did not deliver much to investors in January, with the global equity market trading choppy and ultimately flat ...
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Another Peak in the “Mountain”
Forrest Bell, CFP®
December 2, 2020
The stock market’s performance in November created another peak in the “mountain” contour traced by the market over the last ...
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A Mountain-Shaped Month for Stocks
Forrest Bell, CFP®
November 4, 2020
After a 5.7% rise in the U.S. stock market during the first half of October, markets turned around and headed ...
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Sector Imbalances & Investor Sentiment
Forrest Bell, CFP®
October 2, 2020
The beginning and the end of September rescued the stock market from what would have been an even worse month. ...
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An Uneven Recovery for Stocks
Forrest Bell, CFP®
September 2, 2020
The month of August was largely a continuation of July’s positive trend. Equity investors logged another positive month, with various ...
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