Q1 2023 Market Summary

MARKET PERFORMANCE After a year of historic double-digit losses in both equities and fixed income in 2022, stocks and bonds delivered positive returns in the first quarter of 2023. The S&P 500 Index returned 7.50% and the Bloomberg U.S. Aggregate Bond Index returned 2.96%, a solid start for both benchmarks. Growth stocks, led primarily by […]

2022 Market Review and 2023 Outlook

Hello and welcome to our review of 2022 and outlook for 2023.  Thank you for reading. Last year was historically bad for markets, with the very rare event of coinciding negative returns for both stocks and bonds happening for the third time in recorded history.  In addition to that, the bond market produced its worst […]