Category: Blog

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 ...
Read More →
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 ...
Read More →
Market Analysis

There Are Better Things Ahead Than Any We Leave Behind

As December came to a close, the global equity markets added several percentage points to their 2020 gains. The overall ...
Read More →
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 ...
Read More →
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 ...
Read More →
Blog

2020 Election Update: What Investors Should Know

 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, CFA®, Portfolio Manager The transcript below has ...
Read More →
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. ...
Read More →
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 ...
Read More →
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 ...
Read More →
Scroll to Top