Market Updates

Timely investment and market updates straight from our Investment Department.

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October 2023 Market Update

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...
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September 2023 Market Update

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...
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July 2023 Market Update

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:...
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2023 Mid-Year Market Review Replay

In this 2023 Mid-Year Market Review Replay, Caleb Tucker presents a comprehensive year-to-date performance summary and highlights key market trends. Some of the key points...
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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...
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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...

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