Market Updates

Timely investment and market updates straight from our Investment Department.

May 2023 Market Update

In this market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews market trends of the last four weeks. Some of the key points for...

April 2023 Market Update

In this April market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for April's update...

March 2023 Market Update

In this March market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for March’s update...

Special Market Update: Silicon Valley Bank

Written by: Caleb Tucker, CFA®, Director of Portfolio Strategy With the failures of Silicon Valley Bank (SVB) and Signature Bank (SBNY) we’ve seen the second...

February 2023 Market Update

In this February market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for February's update...

January 2023 Financial Outlook

In this 2023 Financial Outlook video, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews market trends. Some of the key points for 2023 are: Federal...

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