Monthly Market Reflection

By Keith Gangl The highly anticipated 2024 election is over, and a winner has emerged. Donald Trump will be the next US President, the US Senate will be controlled by Republicans,…

In 2022, the US Federal Reserve (“Fed”) began an aggressive cycle of interest rate hikes, aiming to curb inflation, which soared to multi-decade highs. Over the past two years, the…

As the summer fades, and we slowly shift into the pumpkin and apple picking season, September marks the beginning of fall. For investors, September has been a month of unease…

For the last 30 years, the annualized return of the S&P 500 index has been 10.5%.1 However, the S&P 500 rarely goes up in a linear fashion and often achieves this…

by Tyler Ellegard, CFA The post-COVID 19 era of housing has been a unique time in history. We’ve gone from all-time low rates (creating nearly unprecedented bidding wars) all the…

by Lisa Schreiber The yield curve, as of June 2024, has been inverted for the most extended period in history. This is important because an inverted yield curve is said…

by Keith Gangl, CFA Artificial Intelligence (AI), as defined by the Oxford Dictionary, is the development of computer systems able to perform tasks that normally require human intelligence. AI technologies…