Market Commentary: Q2 2023

Q2 Market Commentary 2023

The first half of 2023 has proven to be the highest performing half year for financial markets since 2018, which of course predates the economic, social, and political disruptions brought about by the COVID pandemic. Stocks extended their rally in the second quarter, being boosted by cooling inflation, the prospect of a shift in monetary…

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Will Inflation Hurt Stock Returns? Not Necessarily.

Image of cash and scratch paper labeled "inflation"

Investors may wonder whether stock returns will suffer if inflation keeps rising. Here’s some good news: Inflation isn’t necessarily bad news for stocks. A look at equity performance in the past three decades does not show any reliable connection between periods of high (or low) inflation and US stock returns. While 2022 saw high inflation…

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Let the Compounding Commence!

Image of female graduate blowing confetti through hands

Every year, families and friends celebrate students who are graduating from colleges and universities. Parents beam with pride at their children’s accomplishments and exhale in relief now that the tuition bills have finally stopped. It’s a time when adults give a lot of advice, which is why we have one simple idea we want to pass…

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Q1 Market Commentary

Q1 2023 Market Commentary

The first quarter of 2023 both started and ended positive for global stocks, but there was some “excitement” along the way.  On March 8th, cryptocurrency bank Silvergate Capital announced it would wind down and liquidate its assets.  At the same time, Silicon Valley Bank experienced financing difficulties.  As a result, depositors became nervous and began…

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When Headlines Worry You, Bank on Investment Principles

On Friday, March 10, regulators took control of Silicon Valley Bank as a run on the bank unfolded. Two days later, regulators took control of a second lender, Signature Bank. With increasing anxiety, many investors are eyeing their portfolios for exposure to these and other regional banks. Rather than rummaging through your portfolio looking for…

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Q4 Market Commentary

Q4 2022 Market Commentary

Every year on New Year’s Day, I look at Google Trends and reflect on what people searched for during the year.  For me, it provides time to reflect on just how many things happened during the year, how fast topics of interest changed, and what kind of information people looked for.  In 2021, searches were dominated by…

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