Investing Insights Articles

Financial markets experienced some volatility in Q3 that resulted in flat to slightly negative returns for most portfolios, though all remained strongly positive year to date.
October 23, 2023

The second quarter of 2023 brought a continued rally in the global equity markets as economic growth remained solid, inflation eased further, and the Federal Reserve paused its interest rate hikes.
July 21, 2023

The S&P 500® Index may be the most familiar, but considering other indices can offer a clearer picture of how different asset classes are performing.
May 17, 2023

The first quarter of 2023 began with a strong rally but ended with renewed volatility.
April 17, 2023

Understanding where your portfolio is positioned across the risk spectrum from Conservative to Aggressive Growth is key to understanding how it would be expected to perform over time and in different market environments.
March 30, 2023

The fourth quarter of 2022 brought a rally for both stocks and bonds, though markets remained volatile through year-end as an exceptionally challenging year came to a close.
January 23, 2023

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