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Market Commentary
In literature and theater, comedies and tragedies are two popular genres. At various points in time, markets can appear to be reflective of both. At the end of the third quarter of 2024, the market wa...
Market Commentary
The recent trend of concentration in stock market returns reached staggering new heights in the second quarter, with Nvidia, Microsoft, and Apple accounting for roughly 20% of the S&P 500 index an...
Market Commentary
The stock market started the year with a bang. In keeping with the Taylor Swift song Shake It Off, the market has remained unbothered by potential external signs of instability and has continued to ma...
Market Commentary
In many ways, 2023 appeared the polar opposite of 2022. The traditional 60/40 portfolio of stocks/bonds declined double digits in 2022, yet this same portfolio mix increased double digits in 2023. The...
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