Q1 2024 Stock Market Recap

Market Recap In the first three months of 2024, the U.S. economy remained resilient despite short-term interest rates sitting near 20-year highs. Noteworthy in the quarter was the continuing [...]

Q2-2023-CLIENT-NEWSLETTER

Market Recap Global equities continued to rally in the second quarter, led by surging U.S. mega-cap technology and growth stocks, particularly anything related to Artificial Intelligence (AI). [...]

US Debt Ceiling Impasse

Thoughts on The Debt Ceiling Impasse The United States reached its borrowing limit (debt ceiling) back on January 19, and the Treasury Department estimates that unless the limit is raised, the [...]

Q1 2022 Market Recap

A lot has happened since the beginning of the year. The biggest macro event is Russia’s brutal invasion of Ukraine. While the human impact has been devastating and tragic—and our hearts and [...]

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