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Market Update: October Recap
Ted Cohan highlights the importance of staying focused on long-term investments regardless of election cycles and also discusses the recent rise in Treasury yields following the Fed's September rate cut.
Market Update: How Investors Thrived Through 5 Years of Uncertainty
In this month's Market Update, John Cunnison reflects on the challenges of the past five years, including the pandemic, inflation, rising interest rates, geopolitical tensions, and market volatility.
Market Update: Is It Time to Switch From Stocks to Bonds?
In this month's Market Update, Tyson Romanick addresses the stock market rally throughout 2024 and what that means for portfolios. Additionally, the Portfolio Managers share further insight into the rebound from August and the expectations around the Federal Reserve interest rate cut.
Market Update: The Recent Market Correction and What Caused It
In this month's Market Update, Tyson Romanick addresses the recent market pullback and concerning headlines about a recession and rising unemployment along with an in-depth article review of market performance in July.
Market Update: Q2 Recap and Q3 Outlook
In this month's Market Update, Ted Cohan reviews the year-to-date performance of stock and bond indexes, and he explains some of the limitations of indexes used by your favorite financial news shows.
Market Update: Volatile Markets and the Value of Discipline
In this month's Market Update, John Cunnison provides insightful analysis of recent market volatility the past few months and why it's a sign of a healthy market.
Market Update: The Great Reassessment of 2024
In this month's Market Update, Tyson Romanick is joined by John Cunnison to discuss inflation, the ongoing rate environment, and its effects on stocks and bonds.
Market Update: Hot Stocks, Cool Bonds, and Inflation That’s Not Cool Enough
In this month's Market Update, John Cunnison provides insightful analysis of the prevailing economic and market conditions. He delves into the robust performance of the stock market juxtaposed against the challenges confronting bonds.
Market Update: Diversification and the 'Magnificent Seven'
In this month’s Market Update, Senior Portfolio Manager Ted Cohan discusses the importance of diversity and talks about the 'Magnificent Seven' tech stocks...
Market Update: Market Optimism and Lessons from the 1970s
In this month’s Market Update, Senior Portfolio Manager Tyson Romanick discusses the outlook in 2024 after last year's strong economic performance and why we're looking at history in case inflation makes a comeback in order to be prepared. In addition, the Portfolio Managers share an article covering the strong market performance for the month of January.
Market Update: End-of-Year Recap and 2024 Outlook
In this month’s Market Update, John Cunnison kicks off a new year of monthly market updates with some observations on the markets and economy in 2023 and some thoughts about preparing for the coming year.
Market Update: November Recap and Portfolio Updates
In this month’s Market Update, Senior Portfolio Manager
Showing 1-12 of 24 results