Wealth Management Resources
Market Commentary
2nd Quarter 2023 Market Commentary
The 16.9% year-to-date return of the S&P 500 was one of the strongest starts in market history and re-couped most of the losses from last
1st Quarter 2023 Market Commentary
Equity markets shrugged off the turmoil in the banking sector, with the S&P 500 returning 4.2% for the month of March and 7.5% for the
4th Quarter 2022 Market Commentary
Global equity markets ended with a modest fourth quarter rally that reduced the pain somewhat, but still resulted in the worst calendar year performance since
3rd Quarter 2022 Market Commentary
The quarter began with an 11% gain for the S&P 500, but the rally quickly faded, leaving stock and bond markets to plumb new lows
Articles
Russia’s Ukraine Invasion will Accelerate Deglobalization and Increase Inflation Risks
Russia invaded Ukraine this week in the largest European military action since World War Two. At this point, Putin’s goal looks to be overthrowing the
The Beginning of the End?
With the election results and positive vaccine news, investors now possess a clearer picture of the next few years. A Biden victory, without the predicted ‘Blue Wave’ giving the Democrats dominance in the
The End of the Beginning
Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning. Winston
Update on Market Volatility
The last several weeks have seen historic moves in the markets. Large swings, up and down, within a single day have challenged some of the