Midyear Market Review
In the first half of 2023, stocks rebounded from their worst year since 2008, inflation fell to half its 2022 peak, and AI captured investors' attention, fueling a bounce in tech stocks.
Six Financial Best Practices for Year-End 2022
As 2022's wild ride draws to a close, rocky markets and rising rates may provide strategic planning opportunities to manage taxes, put cash to work, and plan for the year ahead.
Markets Don't Wait For Official Announcements
Worried your portfolio will decline after a recession announcement? History shows that markets may react ahead of official reports.
Six Ways a Recession Resembles a Bad Mood
Recession: what defines it, what forces shape it, and how can we put it into perspective?
Interest Rates, Inflation, and Investment Strategy Part 3: Investing in Uncertain Times
Uncertainty abounds as inflation and interest rates tick up, whilst the Russia-Ukraine war rages on. The final installment in our three-part series looks at how these factors should (or should not) influence your investment strategy.
Interest Rates, Inflation, and Investment Strategy Part 2: Understanding Inflation
This second piece in our three-part series on current economic conditions offers historical context and a thought framework to examine today's inflation.