Quarterly Market Update: 2023 Q2

Market Summary The first quarter of 2023 saw asset prices continue to rally off their October 2022 lows. U.S. equities led the way with a 7.24% gain, followed by international stocks returning 6.92%. Bonds were up a solid 2.96% for the first quarter, despite the Federal Reserve maintaining a policy of interest rate increases. It...

Quarterly Market Update: 2022 Q2

Market Summary Nearly all asset prices stumbled in the first quarter of 2022 as investors contend with several major headwinds. Although COVID now seems to have little effect on the U.S. economy, it is having a larger impact on China’s population as the country imposes lockdowns of major cities. China’s zero tolerance approach to battling...

Quarterly Market Update: 2021 Q4

Market Summary Investors were faced with several headwinds in the third quarter, leaving most asset prices little changed or slightly down. There were the same persistent issues like inflation and supply-chain constraints, but some new ones also began to appear. Congress played a risky game of holding out on raising the debt ceiling, ultimately agreeing...

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