After a rough 2022, investors were looking forward to a fresh start in the new year. What started out as a decidedly positive quarter in the markets, turned negative in February, and ended on a mixed note in March. The headline development of the quarter was the “run”...
Over the last few days, the U.S. Government seized two banks after they became insolvent, Silicon Valley Bank and Signature Bank. Many bank stocks have fallen over the last few days as investors digest the evolving situation. The Federal Reserve, Treasury, and Federal...
As we enter a new year, it is natural to look back and reflect on the year that just passed. What milestones will we remember? What were the lessons learned? What are our goals and expectations for the coming year? When looking at our clients’ financial picture,...
Do you remember playing on the seesaw when you were a kid? The last few months in the markets felt like we were doing just that (it’s not quite as fun as the seesaw). The first half of the quarter we were on our way up to the top of the seesaw as the capital markets...
We have been seeing headlines about inflation for quite some time now. Often, those headlines are paired with notes on what ‘the Fed’ is saying or doing. Fractions of percentages, discussion on economic risk, and more are part of the conversation. The Federal Reserve,...
