Insights

Last year was simply painful. All three major large-cap U.S. equity indices were in the red. The Dow Jones Industrial Average declined 8.8%, the S&P 500 fell 19.4%, and the tech-laden Nasdaq took a -33.1% nosedive.¹ Headlines note that this was the weakest...

Following midterm elections, November 2022 was good to investors, which tracks with historical post-election norms. The tech-laden Nasdaq rose nearly 5.5% for the month and both the S&P 500 and the Dow Jones Industrial Average rose almost 6% in the 30-day period.1...

“Don’t do something, just stand here.” — American Investor and Philanthropist, Jack Bogle We all have heard that often-repeated quote from Mark Twain, “October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January,...

“September stands alone as the only month in which the market falls more frequently than it rises.” — Sam Stovall, Investment Strategist Typical Seasonal Returns I guess you could say that, in one sense, September delivered. It has the well-deserved reputation of...

“And when things start to happen, don’t worry don’t stew, just go right along, you’ll start happening too.” — Dr. Seuss, “Oh, The Places You’ll Go” S&P 500 Throws Investors a Curve Ball Just when many began to feel that the market may have bottomed on June 16 and...

“There’s a reason why your windshield is bigger than your rearview mirror. Where you are going is more important than where you came from.” – Anonymous  As I was ruminating on last month’s commentary about the horrible first half in the equity markets in 2022...