We are writing to provide you with an update on the disappointing news about the failure of three banks over the last several days, including Silicon Valley Bank. We’ll also provide you with some recommended steps you can take...
Every year, right before January 1, there are a flurry of economic predictions for the coming year, published by the large investment banks and brokerage firms. These confident forecasts make it seem easy for people who are smart enough,...
Remember that nice little rally from mid-June until somewhere around mid-August, when the market returns seemed to be moving us out of bear market territory? We don't either; that little upturn seems like a long time ago.
Dear Clients, We have to stop meeting like this, but I’m writing with a brief update on the continuing volatility in the financial markets. The markets appear to be reacting to the Fed’s latest 0.75% interest rate hike as...
Welcome to the second half of 2022. It’s been a very ”fascinating” ride, hasn’t it? Stocks fell for another straight quarter, with the MSCI All Country World IMI Index dropping nearly 16% and major indices entering bear market territory...
Good Afternoon, We want to update you on the recent market action and provide you with a bit of perspective to help you think about what is going on. First and foremost—all is not lost! Despite the last week’s...
What a difference a single quarter makes! At this time just three short months ago everything was looking rosy after another strong year in 2021. In January's market update, we wrote that after two stellar years in the stock...