News & Knowledge
Happy New Year!: Q1 2024 Market Commentary
Mark Paccione provides several timely action items you can take to best prepare your investment portfolio for what’s to come in the year ahead.
Don’t Worry, Be Happy?: Q4 2023 Market Commentary
While the economy appears to be humming, there is popular sentiment to the contrary. The Atlanta Fed GDPNow, a real-time forecast of nominal U.S. GDP, is tracking at 4.9% as…
Surprise!: Q3 2023 Market Commentary
While the consensus market outlook for 2023 was relatively bleak, markets are off to a great start. To find out where the opportunity is now, read our third-quarter market commentary for a breakdown of current market trends and to see if any adjustments are needed.
Why Isn’t the Market Going Down?: Q2 2023 Market Commentary
This question is at the top of many investors’ minds right now. Don’t get me wrong, we don’t want the market to go down; however, the performance for the first…
BankAid: March 2023 Market Flash
2022 was tough for investors given the historically bad year in bonds and significant drawdown in stocks. We expected a calmer year for markets entering 2023 and the year was…
The Great Reset: 2023 Market Outlook
“You don’t find out who’s been swimming naked until the tide goes out” – Warren Buffet 2022 IN REVIEW 2022 was a bad year for investors….
Maximum Pain: Q4 2022 Market Commentary
The third quarter was another volatile quarter for markets as central banks around the world continued hiking interest rates to get high inflation under control. The S&P 500 rallied 17.7%…
It’s Actually Not Breaking News: May 2022 Market Flash
In a book well-suited for current times, “Anxious Kids, Anxious Parents,” there is a chapter titled, “It’s Actually Not Breaking News.” The authors inform readers one…
‘Tis the Season: 2022 Market Outlook
The time has come for investment professionals to offer their forecasts for the year ahead. The following three predictions have been somewhat repetitive for the last…