Market Updates

Timely investment and market updates straight from our Investment Department.

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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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December 2022 Market Update

In this December market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for December's update...
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November 2022 Market Update

In this November market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for November's update...
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October 2022 Market Update

In this October market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. The single most important data point for economies...
Current State of the Market Video - September 2022

September 2022 Current State of the Market Webinar

In this recorded webinar, Director of Portfolio Strategy, Caleb Tucker, explores the current economic climate and how we got here. We specifically address the impact...
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August 2022 Market Update

In this August market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month's market trends. Markets are in a much more upbeat mood...

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