Tax season is upon us, and with it comes the stress of filing your taxes on time. For many, meeting the due date can be challenging. But don’t worry– that’s why the IRS offers extensions. Filing an extension can give you extra time to complete your...
Quick Takes The major U.S. stock indexes ended the week with losses, but small cap stocks managed to stay positive. A rotation to defensive sectors helped healthcare, staples and utilities gain over the week, while technology, consumer discretionary, and industrials...
Quick Takes The major U.S. stock indexes ended the week with losses breaking multi-week win streaks. Small caps, growth, and technology were particularly hard hit as yields climbed higher with markets bracing for tighter monetary policy. The 10-year U.S. Treasury...
Market Performance Summary After most asset classes cruised to solid gains in 2021, the first quarter of 2022 has been much more challenging for markets. All major asset classes were negative for the first quarter of 2022, but March brought some reprieve from the...
Quick Takes The S&P 500 and Nasdaq closed higher to extend their consecutive weeks rally to three, the first three-week win streak since November 2021. Still mixed economic news and mixed news from the Russia-Ukraine hostilities made for yet another choppy week of...
Quick Takes The broad U.S. equity indexes closed higher for a second week in a row, with the S&P notching its best two-week performance since late 2020. A rebound in technology led to the relief rally, and the Nasdaq Composite advanced more than +10% over the last...
Quick Takes A strong countertrend rally in technology and growth stocks helped push stock indices to their best week of the year. Most major global equity indices were up +5% or more for the week, which helped return many major indices to positive territory for the...
Quick Takes The Russia-Ukraine fighting has continued to intensify, and inflation has accelerated further, which left all major U.S. indexes in the red for yet another week. For the week, the Dow, S&P 500, and Nasdaq fell 2%, 2.9%, and 3.5%, respectively, and the...
Quick Takes The conflict in Ukraine has intensified and the humanitarian aspect has become much more dire. Stock indices around the world declined, reflecting the deterioration of the situation, and the increased downside risk it poses to global inflation and growth....
Market Performance Summary It was another difficult month for bond and equity investors. After watching virtually all major asset classes fall in January, February brought a similar trend, though at a lesser magnitude. Inflation anxieties remain but geopolitical risks...
