Reading Time: 2 minutes Monthly Market Summary The S&P 500 Index returned +5.6% during November, outperforming the Russell 2000 Index’s +2.2% return. Cyclical sectors outperformed during November, with Materials (+11.7%) and Industrials (+7.8%) as the top two...
Reading Time: 5 minutes Introduction Market volatility is inherent to all asset values in financial markets and measures the price fluctuations of an asset or portfolio. Common causes of market volatility may include cyclicality, market speculation, and unexpected...
Reading Time: 6 minutes As market turmoil and volatility continues at home and abroad, the economic landscape for investors seems to be ever-shifting. Between the raging inflation in the U.S. economy, the corresponding rate hikes from the Federal Reserve, and...
Reading Time: 3 minutes Let’s face it. If you have any level of exposure to traditional assets, such as stocks or bonds, 2022 has been unpleasant. Equities closed at all-time highs in 2021, then steadily declined in 2022. Bond investors have arguably had it worse,...
Reading Time: 2 minutes November 2022 Market Summary The S&P 500 Index returned +8.1% during October, underperforming the Russell 2000 Index’s +11.2% return. Energy (+25%) was the top-performing sector as the price of oil rose +8.9%, with Industrials (+13.9%) and...
