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...
Reading Time: 8 minutes Market Searches for Direction During Third Quarter At the risk of being repetitive, financial markets were unsettled and volatile during the third quarter. In a continuation of the year-to-date trend, the stock market’s trend changed multiple...
Reading Time: 2 minutes A common question from mutual fund owners that we commonly receive during tax season is, “Will I have taxes due on mutual fund capital gains when I didn’t sell any shares of the fund?” The unfortunate answer is yes. In some...
Reading Time: 7 minutes Looking Back at a Rocky First Half of 2022 Financial markets remained unsettled and volatile during the second quarter. The stock market’s trend changed multiple times as investors continued to search for direction amid a sea of changing...
Reading Time: 4 minutes May Market Summary The S&P 500 Index produced a +0.2% total return during May, in line with the Russell 2000 Index’s +0.2% total return. Energy was the top performing S&P 500 sector during May, returning +16% as the price of WTI Oil...
