Market Commentary Q2 | 2024 Copy

The economic momentum of the 1st quarter continued into the 2nd, providing another positive quarter for equity markets. Initially, investors dialed back expectations for rate cuts from the Fed as economic overheating concerns took hold.
Market Commentary Q3 | 2024

Market Commentary Q3 | 2024

The 3rd quarter ended with strong returns across most major asset classes, despite several bouts of volatility. Weak U.S. economic data and an interest rate hike from the Bank of Japan hit stocks particularly hard in the month of August. However, the long-anticipated start of the Fed’s rate cutting cycle…

Market Commentary Q1 | 2024 Copy

Global equity markets started off the year strong as resilient economic data buoyed investor sentiment. The U.S. remains on pace for a soft landing, as falling inflation and rising real wages should offset lower excess savings and tighter credit conditions.

Market Commentary Q2 | 2024

Market Commentary Q2 | 2024

The economic momentum of the 1st quarter continued into the 2nd, providing another positive quarter for equity markets. Initially, investors dialed back expectations for rate cuts from the Fed as economic overheating concerns took hold.
IRS Announces Retirement Plan Limits for 2024

IRS Announces Retirement Plan Limits for 2024

The Internal Revenue Service (IRS) announced cost of living adjustments (COLAs) affecting dollar limitations for retirement plans and other retirement-related items for Tax Year 2024.

Market Update | August 2023 Copy

In a significant move that caught global attention, Fitch Ratings, one of the major credit rating agencies, downgraded the credit rating of the United States from AAA to AA+.
Market Update | August 2023

Market Update | August 2023

Yields on 10-year U.S. Treasuries spiked in August, rising as much as 40 basis points from where they began the month. The result has been a rare bear steepening, where long-term yields rise faster than short-term yields.

Market Update | March 2023 Copy

On Friday of last week, the FDIC took control of Silicon Valley Bank, ending a frenetic 48 hours which saw the bank go from being solvent to insolvent. With $209 billion in assets, SVB is the 2nd largest bank failure since Washington Mutual’s failure in 2008.
Market Update | March 2023

Market Update | March 2023

On Friday of last week, the FDIC took control of Silicon Valley Bank, ending a frenetic 48 hours which saw the bank go from being solvent to insolvent. With $209 billion in assets, SVB is the 2nd largest bank failure since Washington Mutual’s failure in 2008.
Market Commentary Q4 | 2022

Market Commentary Q4 | 2022

2022 brought a decidedly sharp end to the post-pandemic bull market. What markets originally thought would be a gradual central bank tightening campaign turned into the fastest series of rate hikes in history. The year was dominated by the shift higher in interest rates and its impact across all financial markets as risk assets repriced dramatically.

IRS Announces Retirement Plan Limits for 2023

IRS Announces Retirement Plan Limits for 2023

The Internal Revenue Service (IRS) announced cost of living adjustments (COLAs) affecting dollar limitations for retirement plans and other retirement-related items for Tax Year 2023.
Market Commentary Q3 | 2022

Market Commentary Q3 | 2022

Despite a strong rally in July, global equity and bond markets retreated further in the 3rd quarter as markets priced in additional central bank tightening amidst a global growth….
Market Commentary Q2 | 2022

Market Commentary Q2 | 2022

Both global equity and fixed income markets continued this year’s selloff in the 2nd quarter as investors grappled with slowing economic growth, geopolitical turmoil…
Market Commentary Q1 | 2022

Market Commentary Q1 | 2022

Global equity markets sold off in the 1st quarter of the year as the conflict in Ukraine created a risk-off environment. U.S. equities were the relative winners…
Market Update | March 2022

Market Update | March 2022

Russian forces struck the central square of Kharkiv, Ukraine’s second largest city, on Tuesday. Moscow’s frustrations with the prolonged initial conflict have propelled them to…

Market Commentary Q3 | 2024 Copy

The 3rd quarter ended with strong returns across most major asset classes, despite several bouts of volatility. Weak U.S. economic data and an interest rate hike from the Bank of Japan hit stocks particularly hard in the month of August. However, the long-anticipated start of the Fed’s rate cutting cycle…
Market Commentary Q4 | 2024

Market Commentary Q4 | 2024

U.S. equity markets made gains in the 4th quarter of 2024 to round out another strong year for the S&P 500. The 2.4% return in the 4th quarter brought the calendar year total return to 25% after the index returned 26.3% in 2023. The results of the…

IRS Announces Retirement Plan Limits for 2024 Copy

The Internal Revenue Service (IRS) announced cost of living adjustments (COLAs) affecting dollar limitations for retirement plans and other retirement-related items for Tax Year 2024.
IRS Announces Retirement Plan Limits for 2025

IRS Announces Retirement Plan Limits for 2025

The Internal Revenue Service (IRS) announced cost of living adjustments (COLAs) affecting dollar limitations for retirement plans and other retirement-related items for Tax Year 2024.

Market Commentary Q4 | 2023 Copy

The final quarter of 2023 brought a welcome relief rally for investors, capping off a strong calendar year return for risk assets. After the slight reality check in the 3rd quarter, growing excitement that central banks may cut interest rates sooner…
Market Commentary Q1 | 2024

Market Commentary Q1 | 2024

Global equity markets started off the year strong as resilient economic data buoyed investor sentiment. The U.S. remains on pace for a soft landing, as falling inflation and rising real wages should offset lower excess savings and tighter credit conditions.

Market Commentary Q3 | 2023 Copy

Both global equity and fixed income markets produced negative returns over the 3rd quarter as market participants recalibrated growth and policy expectations. From a macroeconomic standpoint, the trends from the 2nd quarter continued into the 3rd. Growth in…
Market Commentary Q4 | 2023

Market Commentary Q4 | 2023

The final quarter of 2023 brought a welcome relief rally for investors, capping off a strong calendar year return for risk assets. After the slight reality check in the 3rd quarter, growing excitement that central banks may cut interest rates sooner…
Market Commentary Q3 | 2023

Market Commentary Q3 | 2023

Both global equity and fixed income markets produced negative returns over the 3rd quarter as market participants recalibrated growth and policy expectations. From a macroeconomic standpoint, the trends from the 2nd quarter continued into the 3rd. Growth in…
Market Commentary Q2 | 2023

Market Commentary Q2 | 2023

Global equity markets continued to climb the wall of worry in the 2nd quarter. The banking stress in the aftermath of the SVB failure seems to have resulted in limited lending restraint thus far. Additionally, the bipartisan agreement to suspend the US debt ceiling until 2025 means…

Market Commentary Q1 | 2023 Copy

Market narratives and asset prices fluctuated throughout the 1st quarter as market participants were forced to adjust to a rapidly shifting investment landscape. In January, risk assets rallied on the idea of an immaculate disinflation characterized by resilient global growth…
Market Commentary Q1 | 2023

Market Commentary Q1 | 2023

Market narratives and asset prices fluctuated throughout the 1st quarter as market participants were forced to adjust to a rapidly shifting investment landscape. In January, risk assets rallied on the idea of an immaculate disinflation characterized by resilient global growth…

Market Commentary Q4 | 2022 Copy

2022 brought a decidedly sharp end to the post-pandemic bull market. What markets originally thought would be a gradual central bank tightening campaign turned into the fastest series of rate hikes in history. The year was dominated by the shift higher in interest rates and its impact across all financial markets as risk assets repriced dramatically.

Market Update | February 2022

Market Update | February 2022

A Change in Federal Reserve Policy – For much of the last 10 years, investors have become accustomed to a Federal Reserve that would step in to support the economy…
Market Commentary Q4 | 2021

Market Commentary Q4 | 2021

U.S. equities delivered strong performance in the final three months of the year, with the S&P 500 returning 11.0%. Intermittent volatility during the quarter, due to…

IRS Announces Retirement Plan Limits for 2023 Copy

The Internal Revenue Service (IRS) announced cost of living adjustments (COLAs) affecting dollar limitations for retirement plans and other retirement-related items for Tax Year 2023.

Market Update | March 2022 Copy

Russian forces struck the central square of Kharkiv, Ukraine’s second largest city, on Tuesday. Moscow’s frustrations with the prolonged initial conflict have propelled them to…
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