Weekly Market Update – March 24, 2023

Weekly Market Update – March 24, 2023

Quick Takes The fast-developing banking crisis continued to be a primary focus for investors for another week. After three mid-sized U.S. banks in just two weeks, as well as Credit Suisse being sent into the arms of its Swiss neighbor UBS, now Germany’s Deutsche Bank...
Weekly Market Update – March 24, 2023

Weekly Market Update – March 17, 2023

Quick Takes There were big inflation reports during the week, but most of the market’s attention was on the continuing drama surrounding several bank failures and what the resolutions might be to avoid further damage. One of the latest actions was a group of the...
Weekly Market Update – March 24, 2023

Weekly Market Update – March 10, 2023

Quick Takes The threat of rates going “higher-for-longer” has weighed down stocks and bonds over the last several weeks. And data on Friday showed the crucial U.S. services sector had its strongest activity since the summer, yet rather than fall, the S&P 500...
Monthly Market Update – February 2023

Monthly Market Update – February 2023

Key Points February Flip Flop. A seasonal slowdown, reaccelerating inflation, decelerating earnings, and a rising dollar all conspired in February to reverse some of January’s gains… which itself was a reversal of 2022 trends. Dizzy yet? Inflation...
How to Get Started with Tax Loss Harvesting

How to Get Started with Tax Loss Harvesting

Markets rise and fall. When they’re down, it can be discouraging to see red in your portfolio, but it can also create an opportunity for a smart tax move: tax loss harvesting. If you’ve read our Tax Loss Harvesting Explained, you already know what the...