September Blues
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…
The August Roller Coaster
Stocks went for a wild ride in August. The S&P 500 declined rather quickly early in the month based on economic data that was considered disappointing. Fears of investors quickly…
Stocks Rotate as Cuts Come to the Horizon
The stock market saw a dramatic reversion in July, as small-cap stocks significantly outperformed their large-cap counterparts for the month. Our opinion is that this rotation was based on a…
Market Corrections are Normal
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…
Housing Market Update
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…
Market Trends at the Mid-Year Mark
by Jeremy Bryan, CFA The first half of 2024 is now complete. The predominant investment theme of the year thus far has been the secular trend of artificial intelligence (AI),…
The Yield Curve and Recessions
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…
Strength from the Largest Companies
by Jeremy Bryan, CFA Stocks rallied in May and ended the month near all-time highs for the S&P 500. The index has been buoyed by technology, communications, and consumer companies…
Investing in Artificial Intelligence
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…
A Bump in the Road or Something More?
by Jeremy Bryan, CFA Markets faced their first real correction in 2024 as stocks declined for the month. One of the reasons for the correction was renewed inflation fears as…