Things we have learned by being there.
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Weekly Updates
Equities Gain with Positive Earnings, with More Heavyweights Reporting this Week
Weekly Update – July 22, 2022 The S&P 500 index rose 2.5% last week, led…
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Weekly Updates
Stocks Slip with New Inflation and Q2 Earnings Data
Weekly Update – July 15, 2022 The S&P 500 index slipped 0.9% last week amid…
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Weekly Updates
S&P 500 Posts Positive Return in First Week of Q3
Weekly Update – July 08, 2022 The S&P 500 index rose 1.9% last week, led…
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General
James Bonds—A Perspective on Bond Investing
So far, 2022 has brought us one of the steepest downturns in bond market history,…
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Weekly Updates
Stocks Bounce Off Recent Lows as S&P Hits Bear Market Territory
Weekly Update – June 24, 2022 The S&P 500 index rose 6.4% last week as…
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Weekly Updates
Fed Lifts .75%, Stocks Down 10 of Last 11 Weeks
Weekly Update – June 17, 2022 The S&P 500 sustained substantial losses last week and…
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General
How to Use Tax-Loss Harvesting in a Volatile Market
As we approach the midpoint of the year, many investors and financial advisors are evaluating…
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Weekly Updates
Inflation Data Pushes Broad Pullback in Equity Markets
Weekly Update – June 10, 2022 The S&P 500 index fell 5.1% last week as…
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Podcast
Are You Ready to Buy a Home?
Two of our Client Managers, Nate Haskell and Michael Brooks, will discuss common questions from…
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Weekly Updates
The S&P Closes Out a Volatile May with a Small Gain
Weekly Update – June 03, 2022 The S&P 500 index declined 1.2% last week amid…
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