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Blog
For the period February 1 – February 29, 2024.
Executive Summary
The S&P 500 continues to notch new record highs in 2024, fueled by strength in the Technology sector and expectations for more accommodative monetary policy. While the Fed may not be in a rush to lower interest rates, the combination of solid earnings and a resilient labor market supports the case for further strengthening of the economy and risky assets.
Blog
“You have to spend money to make money.”
Yes, this statement has become a bit of a cliché, but it’s also accurate when it comes to investing fees.
Unfortunately, one of the biggest issues with these fees is that there can often be a lack of transparency when it comes to how much you’re being charged. It’s critical for investors to understand what they’re getting from these surcharges. Here are two key questions you should ask.
Blog
We are reposting this video in honor of Women's History Month and International Women's Day!
Blog
For the period October 1 – October 31, 2024.
Executive Summary
Global equity and fixed income markets retreated in October, reflecting the uncertainty of policy implications leading up to the U.S. election. Now knowing the outcome, as we enter a historically strong season for equity markets, we note that seasonality has been even stronger in past election years, which bodes well for investors.
Blog
For the period September 1 – September 30, 2024.
Executive Summary
Despite recent bouts of volatility, equity markets marched higher, ending the third quarter at all-time highs. The Fed began a recalibration of interest rates with a 50-basis point cut, as they see balanced risks to both inflation and employment.