Insights

After a rally in July, the S&P 500 turned lower registering a negative return of -3.27% for Q3 but still positive on the year ending the third quarter at 13.06%1. 

Mid-Year Market Review—Better than feared, and the “Magnificent Seven” Stocks have climbed a formidable wall of worry as the collateral damage from banking turmoil was not as severe as feared.

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

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