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January 2024 Market Commentary

January 2024 Market Commentary

First off … thank you! Another year is in the books and we are grateful to all our Advisors, Fiduciaries, Brokers, and Partners who trust us with your business

November 2023 Market Commentary

November 2023 Market Commentary

The last few months have felt reminiscent of 2022. Since the end of July through the end of October, long-term treasuries have delivered a return of approximately -15%, while the S&P 500 has...

Markets in Motion – Deja Vu

Markets in Motion – Deja Vu

The last couple of months have felt reminiscent of 2022. Since the end of July long-term treasuries have delivered a return of -14.20%, while the S&P 500 has returned -7.69%. Downward momentum has yet to abate, as the technical picture for stocks continues to deteriorate and yields have hit 10-year highs.