Insights & Resources

Market Recap The final quarter of 2023 delivered a strong Santa Claus rally across most major asset classes with commodities being the lone outlier (see chart below). The S&P 500 index finished the year just short of surpassing its record high set back in...

Market Recap Following an exceptional first half of 2023 for most investors, the third quarter offered something of a reality check as a variety of asset classes suffered losses with commodities being the lone bright spot (see chart below). The pullback...

Market Recap Following a tumultuous 2022, the first quarter of 2023 saw most major indexes experience a notable turnaround (see chart below), highlighting investors' willingness to look beyond near-term challenges. Global equities outperformed all other asset...

4 Effective Uses For Idle Cash Are you guilty of sitting on idle cash from time to time with no idea what to do next? While this isn't a bad problem to have, it's certainly not the most effective use of your funds. In fact, you may actually be losing money as...

Market Recap Global stock and bond markets rallied to begin the third quarter, however, investor optimism soon faded resulting in a third consecutive quarter of negative returns. Concerns over stubbornly high inflation, aggressive rate hiking from central banks, and a...

Market Recap It was another difficult quarter for investors after what had already been a tough start to the year. Growing concerns about inflation, aggressive interest rate policy actions and statements by the Federal Reserve, and economic growth caused most of the...

Market Recap Following an exceptional 2021, the first quarter of2022 saw most major indexes pull back sharply as global volatility spiked (see chart below). Existing concerns over rising inflation and the potential for faster rate hikes were compounded as Russia...