4Q 2023 Market Commentary

"Pushing back on overly-hyped recessionary expectations, and even a soft landing, the economy displayed extraordinary resilience in 2023! But for a couple of hiccups early on and later in the year,"...more

December Market Snapshot


November Market Snapshot


October Market Snapshot


3Q 2023 Market Commentary

Harkening back to our mid-year market commentary we offered the following question; "Were we at that time witnessing what may have only been a short-lived bear market rally or were we truly on the cusp of a new bull market cycle?"...more

September Market Snapshot


August Market Snapshot


July Market Snapshot


2Q 2023 Market Commentary

Have you heard about the "Mega Seven" stocks or Nvidia? And what's up with AI or what is being termed Generative AI these days? More on that shortly!...more

June Market Snapshot


May Market Snapshot


April Market Snapshot


1Q 2023 Market Commentary

Following a gut wrenching 2022, stocks and bonds rallied sharply in January posting +6.3% and +3.2%, respectively, amid optimism that the Fed would soon pivot away from continuing rate hikes. However, stronger than anticipated economic data in February quickly dashed those hopes as both markets pulled back on average some (2.6%). In these inflationary times, it now seems that any good economic news is construed as bad news by the Fed!...more

March Market Snapshot


February Market Snapshot


January Market Snapshot