Q1 2024 Market Commentary

Apr 11, 2024 | Uncategorized

As equity markets extended their rally beyond the Fourth Quarter of 2023, we noticed the broader market coming alive by joining in on the recent bullish run. In addition to the “Magnificent Seven,” other sectors including financials, industrials and energy played...

Q4 2023 Market Commentary

Jan 17, 2024 | Uncategorized

Watching established high-water marks in portfolio values disappear in the rear-view mirror for almost two years often raised asense of hopelessness when questioning the possibility and timing of seeing such levels again. Volatility continued throughout2023 where...

Q3 2023 Market Commentary

Oct 18, 2023 | 2023

As we moved through the start of the third quarter, equity markets were experiencing a steady recovery towards our updated Dow Jones Industrial Average upper range target of 36,200. However, this trend was interrupted by recent inflation readings that reflected the...

Q2 2023 Market Commentary

Jul 28, 2023 | 2023

It was refreshing to get a glimpse of positive sentiment as we closed out the second quarter at the top of our Dow JonesIndustrial Average (DJIA) trading range of 33,000 to 34,500. Improving sentiment and the focus on Artificial Intelligence (AI)were driving factors...

Q1 2023 Market Commentary

Apr 24, 2023 | 2023

Despite breaking news during the First Quarter of another possible financial crisis, equity markets remained resilient and closedout the last week of the quarter on a positive note. All three benchmarks, Dow Jones Industrial Average (DJIA), S&P 500 andNASDAQ,...