Bill Hastie, Managing Partner |

Investors not only survived, but flourished, in September which historically is the most volatile month of the year.  With the Federal Reserve’s first cut in

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Ryan Hastie, Partner |

August was a choppy month for stocks. The month began with a sharp decline, with the S&P 500 sinking 6% in the first three trading days of the month. The

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Ryan Hastie, Partner |

July was a mixed month for the stock market, as investors began to rotate away from megacap stocks and into areas of the market that had previously lagged. The

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Bill Hastie, Managing Partner |

When the June consumer price index (CPI) was announced earlier this month, it very well may signal the beginning of the conversation changing with regard to the

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Ryan Hastie, Partner, Investment Advisor |

After a particularly steep selloff in equities during the month of April, May was a strong month for the three major equity indices. The Nasdaq led the major

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Bill Hastie, Managing Partner |

For the first time in more than a year, talk of the Federal Reserve actually raising interest rates to curb growing inflation was heard on the financial news

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Ryan Hastie, Financial Advisor |

Continuing their rally from February, all three major stock indices rose in the month of March. The S&P 500 saw a 3.1% gain, while the Dow Jones Industrial

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Haley Hitchman, Partner |

After January’s strong start to the year, February continued to rally for all major U.S. indices.  The S&P 500 rose 5.34%, the Dow Jones Industrial Average up 2

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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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