Bill Hastie, Managing Partner |

2024 is off to a solid start with January continuing the rally that began last November.  All three major U.S. stock indices posted handsome gains for the month

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Ryan Hastie, Financial Advisor |

After a tumultuous year for both stocks and bonds in 2022, investors were not quite sure what 2023 would hold. In short, 2023 did not cease to surprise

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Haley Hitchman, Partner |

As we bring the year to a close, we can reflect on the progress made and the challenges that still exist.  The U.S. investment markets surged in November, with

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Bill Hastie, Managing Partner |

U.S. stocks and bonds got a lift recently, with a surprisingly good October inflation report and falling Treasury yields.  The Bureau of Labor Statistics

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Ryan Hastie, Financial Advisor |

Stocks continued their slide in the 3rd quarter, with all three major indices in the red for the month of September and for the quarter. Reversing early gains

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Bill Hastie, Managing Partner |

The U.S. stock market fell in August, marking only the second month of declines this year, amid fears that the economy is showing signs of slowing.  The Dow had

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Haley Hitchman, Partner |

Coming off solid market performance the first half of the year, the US Equity markets continued to climb in July, nearing their all-time highs and well above

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Ryan Hastie, Financial Advisor |

June saw the first half of 2023 end on a high note, with all three major indices up for the month. For June, the Nasdaq climbed 6.61%, while the Dow Jones

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Bill Hastie, Managing Partner |

Volatility from the first quarter of the year continued throughout April and May, mostly attributable to the prolonged debt ceiling negotiations between

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Bill Hastie, Managing Partner |

The investment markets so far in 2023 continue to battle a tsunami of economic data.  Top of mind has been inflation and the Federal Reserve’s (Fed) actions to

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Haley Hitchman, Partner |

Even with fears of a regional banking crisis and the Federal Reserve continuing to raise interest rates, March proved to be a strong month for both the equity

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Ryan Hastie, Financial Advisor |

January started the year on a good note for investors, with stocks up for the month on feelings of a possible pivot by the Federal Reserve (Fed). Although the

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