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February 01, 2023 | Investing
A Green January 2023 started off strong with all US stock indexes finishing the month in the green, a welcomed sight for investors. The S&P 500 added 6.2% in January, while the Nasdaq Composite finished the month gaining 11% – marking its best start to the year since 2001. Optimism stems from a …
January 30, 2023 | Investing
Is a recession coming? A question that is top of mind for investors, businesses, and everyone in between. In our Annual Outlook, we shared our view that growth will continue to slow, and a recession is the most likely outcome. If a recession does materialize, we expect downward pressure on …
January 25, 2023 | Investing
What will 2023 bring investors after US stock and bond markets suffered their worst cumulative year in decades in 2022? Hear from our team, including Director of Investment Policy Group, Chris Petrosino, on why last year was so difficult, what our market & economic outlook is …
January 13, 2023 | Investing
The past three years have been a remarkable period of change for markets, the economy, and investors. If you went back to March 2020 and said to us, ‘This pandemic would change the world,’ we probably would have believed you. Change was coming, that much was obvious. Predicting how the pandemic …
January 12, 2023 | Investing
Last year was a disappointing one for investors, but will 2023 be any different? As we ring in the new year, we see quite a few reasons for caution and care. Hear from Marc Bushallow, Managing Director of Fixed Income, and Jason Symoniak, Global Strategies Group Senior Analyst, …
January 03, 2023 | Investing
Goodbye, 2022 From all-time highs in January to a bear market in June – 2022 was nothing short of challenging. Investors and policy makers had to jump over plenty of hurdles including high inflation, rising interest rates, and recession fears. The Fed’s aggressive rate hikes to combat raging …
December 27, 2022 | Investing
A request for proposal, or RFP, is an important tool when selecting an investment advisor. Non-profit leaders have a fiduciary duty to select advisors in a prudent manner, and by executing a formal RFP process, organizations can fulfill their responsibility by interviewing multiple advisors in …
December 08, 2022 | Investing
There’s no shortage of topics to discuss and break down when it comes to markets and the economy, and today we’re sharing our views on current events that are top of mind. Get answers to: How will the election results impact the market and our investment strategy? What is the labor market …
December 06, 2022 | Investing
‘Tis the season for gifting and (hopefully) relaxing, which is why we are excited to release our second annual year-end book list. This year you’ll find some of our employees’ favorite reads – both fiction and nonfiction – on a diverse array of topics. Enjoy! Anxious People by Fredrik …
December 01, 2022 | Investing
The Fed Re-Focuses After a difficult year characterized by higher interest rates, high inflation, and recession fears, markets rallied late in November on fresh Federal Reserve (Fed) governor commentary regarding their potential future moves, providing some semblance of relief for investors. …
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