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Quarterly Economic Update First Quarter 2023

Quarterly Economic Update First Quarter 2023

The first three months of 2023 were a classic example that volatility can be very prevalent in equity markets. Despite a banking crisis, an initial uptick in inflation rates, additional increases in interest rates and economic uncertainty, U.S. equities still managed to end the quarter on a high note.

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Weathering Volatility With a Long-term Strategy

Weathering Volatility With a Long-term Strategy

“Market volatility” is the fluctuation of the market, both up and down, and the rate of that change to the equity market’s overall value. The bigger and more frequent the value swings, the more volatile the market.

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Welcome to 2023!

Welcome to 2023!

Happy New Year and welcome to 2023! We hope that you and your family had an enjoyable holiday season. We look forward to what this new year has to offer.

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Research

Will Shipping Disruptions Alter Fed Plans? | Weekly Market Commentary | January 22, 2024

Will Shipping Disruptions Alter Fed Plans? | Weekly Market Commentary | January 22, 2024

Shipping disruptions in the Red Sea could temporarily impact goods prices but not at the same magnitude as during the pandemic. Tight financial conditions, slowing economic growth, and a disinflationary trend all support the Federal Reserve’s (Fed) pivot away from tightening monetary policy to easing in the new year. Despite these longer term trends, rates possibly got ahead of themselves in recent weeks, exhibiting higher volatility.

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