Market Updates

Timely investment and market updates straight from our Investment Department.

july 2023 market update thumbnail

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:...
mid year market review replay thumbnail

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...
website may market update thumbnail

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 website market update thumbnails

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 website market update thumbnail

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...
Breaking News

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...

Want to learn more about our Investment philosophy? Click the button to read how we are held at a fiduciary standard of care.

Learn More About Merit's Investment Process