Monthly Market Update

As we approach Election Day, investors are increasingly nervous about the outcome of the November Presidential election.  Political anxiety is high and rising as the country seems more divided [...]

January reports on the labor markets and GDP continue to support our thesis that a “soft landing” is the most probable scenario. However, investors are impatient for the Fed to begin rate cuts [...]

Driven by expectations of a soft economic landing and potential Federal Reserve interest rate cuts, U.S. stocks rose 4.5% in December, extending the momentum that began in November.   The S&P [...]