Markets bounced back into positive territory in the first quarter of 2023 after posting difficult double-digit declines in 2022.

The year 2022 never had a chance of success as witnessed by the first week of trading that saw record new highs in early January erased within days, followed by a correction (-10%) and a bear market (-20%) in equities in a short period of time.

Last year, we titled our outlook piece “Year of Fed Tightening” and put the focus on the Federal Reserve because we believed it held the majority of control over the path of the economy and the markets.

Equity markets stayed positive all month despite slowing economic data and muted earnings reports. All major U.S. equity indexes were up with the only negative monthly return seen in emerging markets, down -3.1%.

Equity markets already had the worst first half start in over 50 years, and after a late summer rebound, the S&P 500 found a new low by quarter-end. During the quarter, markets looked to the Fed’s harsher stance on combatting inflation and got less optimistic about a Fed rate pause and achieving a soft economic landing.

Equity markets had a good month as corporate earnings came in better than feared from some of the bellweather names like Apple, Amazon, and United Healthcare.

Equity markets had the worst first half start in over 50 years with the S&P 500 dipping more than 20% below its record high in early January due to a variety of foreign and domestic factors.

After a downbeat April, May showed some signs of stabilizing with the bond market up slightly for the month and most equity indexes flat...

After a small rebound in March, stocks slid in April finishing the month on a low with a punishing last day of April...

Major indexes across the globe fell into correction territory on worries of inflation and geopolitical aggression.

Worries about whether Putin would invade Ukraine became a reality on February 23rd with troops crossing the border. Stocks fell on this news

The major indexes suffered from a steep sell-off throughout January, bringing both the NASDAQ and the Russell 2000 into correction territory

There are so many great books about modern-day investing, but what about those on the history of the market? This article highlights seven books from which you can learn a lot about the history of money and..

It has probably escaped no one that the equity markets have taken a turn for the worse in the first 4 weeks of 2022. After hitting another all-time high on January 3rd, the S&P 500 index fell over 7.5% in a short period of time

The year 2021 certainly had its ups and downs. While we championed multiple vaccines to tackle COVID, it continued to spread around the