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Quarterly Economic Update Fourth Quarter 2023

2023 is in the books and the last quarter left investors looking forward to a bright and happy new year. Historically, equities typically have advanced in the fourth quarter, and we can now add 2023 to that statistic. We entered the fourth quarter with strong...

Quarterly Economic Update | Second Quarter 2023

The second quarter of 2023 tested even the most seasoned of investors. It was a quarter that included the U.S. reaching a debt ceiling agreement, the Federal Reserve pausing their aggressive interest rate hikes, and bank failure fears starting to subside. During the...

Market Insight Quarterly| Third Quarter 2020 | October 21, 2020

Q3 GAINS PUSH STOCKS INTO THE GREEN FOR THE YEAR Solid third quarter for stocks as the economic recovery continued. The S&P 500 Index returned 8.9% during the third quarter, following one of its best quarters ever in the second quarter with more gains. The...

Market Insight Quarterly| Second Quarter 2020 | July 21, 2020

BEST QUARTER IN MORE THAN 20 YEARS FOR STOCKS AS ECONOMY REOPENS S&P 500 Index has its best quarter ever. The S&P 500 Index followed up first quarter 2020, one of its worst quarters ever, with its best quarter since 1998, returning 20.5%. The broader Russell...

Market Insight Quarterly| First Quarter 2020 | April 16, 2020

Stocks Suffered Worst Quarter Since 2008 as COVID-19 Pandemic Spread Globally Longest-running bull market has come to an end. The Russell 3000 Index slid 20.9% during the first quarter, its worst since fourth quarter 2008, as the COVID-19 pandemic halted a significant...

Market Insight Quarterly | Fourth Quarter 2019

Stocks Rise, Bonds Fall Amid Trade Optimism, Fed Pause Average economic growth, more mixed signals. Third-quarter data showed the U.S. economy grew at an average pace for the economic expansion, with signs of weakening in manufacturing. Gross domestic product (GDP)...