Category: Finance

Finance

A Pause to Rising Interest Rates

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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Finance

Interest Rates Rising

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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Finance

U.S. Market Experienced a Large Rotation in Leadership

Global equity markets started February with strong gains, only to take a step back during the final two weeks. Despite ...
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Finance

The Performance of the U.S. Bond Market Has Shifted

Financial markets did not deliver much to investors in January, with the global equity market trading choppy and ultimately flat ...
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Finance

Another Peak in the “Mountain”

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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Finance

A Mountain-Shaped Month for Stocks

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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Finance

Sector Imbalances & Investor Sentiment

The beginning and the end of September rescued the stock market from what would have been an even worse month. ...
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Finance

An Uneven Recovery for Stocks

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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Forrest Bell, CFP®
Finance

Global Markets in July

As July came to a close, the major categories of equities generated some degree of gain. While still negative for ...
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