June 2024 Market Update

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In this June market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead. Key Takeaways: We hope you…

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May 2024 Market Update

May 2024 Market Update

In this May market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead. Key Takeaways: We hope you…

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April 2024 Market Update

April 2024 Market Update with Brian Andrew

In this April market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead. Key Takeaways: We hope you find…

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March 2024 Market Update

March 2024 Market Update with Brian Andrew

In this March Market Update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead. Key Takeaways: We hope you…

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February 2024 Market Update

February 2024 Market Update with Brian Andrew

In this February Market Update, Brian Andrew, CFA®, Chief Investment Officer, reviews this month’s market trends and the implications for the upcoming month. Key Takeaways: We hope you find this…

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November 2023 Market Update

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November has been a great month for markets this year, snapping a 3-month losing streak after hitting a high at the end of July. The equity markets had a strong…

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October 2023 Market Update

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As we head into Q4, certain pockets of the economy continue to show strength while others present potential headwinds for 2024. We’ve seen inflation moderate but remain elevated above historical…

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September 2023 Market Update

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In this market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Please read below to learn more: “Let’s take a moment to step back and…

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July 2023 Market Update

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In this market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for July’s update are: We hope you find this…

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