Great Expectations
Monthly Update – August 2023
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Monthly Investment Updates
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Monthly Update – July 2023
Michael Jordan teaches economics
Monthly Update – June 2023
The Annie recession – always a day away
Monthly Update – May 2023
Exploring the role of artificial intelligence
Monthly Update – April 2023
Our economy relies on the banking system to function. The banking system relies on your confidence that your bank will take care of your money and fulfill your withdrawals on demand.
Monthly Update – March 2023
The failure of Silicon Valley Bank (SVB) defined the month of March.
Monthly Update – February 2023
Minutes of the January 31 – February 1 Fed meeting reflected expectations that the Fed would keep rates high for the remainder of 2023.
Monthly Update – January 2023
The markets breathed a sigh of relief in January. After finishing a difficult 2022 they launched into the new year on hopes for a “goldilocks” economy – not too hot, not too cold.
Monthly Update – December 2022
A month – and year – to forget
Sometimes we ignore the most important things. We are in a similar period in the financial markets.
Monthly Update – November 2022
The market touched a new low in October and produced a strong rally for the rest of the month, and this positive performance continued throughout November.
Past performance may not be representative of future results. All investments are subject to loss. Forecasts regarding the market or economy are subject to a wide range of possible outcomes. The views presented in this market update may prove to be inaccurate for a variety of factors. These views are as of the date listed above and are subject to change based on changes in fundamental economic or market-related data. Please contact your Financial Advisor in order to complete an updated risk assessment to ensure that your investment allocation is appropriate.