This year, despite the challenges of fluctuating interest rates, looming government showdowns, and global threats, disciplined investors find themselves navigating through a sea of economic uncertainties, pondering the next move in a market marked by 'blunting' and 'sideways performance. Read More >
Q1 2023 Market Update
The “I’s” had it across the first quarter, as inflation and interest rates continued to dominate popular financial headlines. That is, at least, until the Silicon Valley Bank meltdown took over, followed by the government’s swift reaction to the same. Read More >
Year In Review and Q4 2022 Market Update
Q2 2022 — Market Update
The past two quarters have demonstrated how familiar shores can shape-shift with each rolling of the tides. Following are a few ways in which the financial landscape has been shifting. These changes offer a reason to keep your investments immersed in the market’s proverbial ocean, instead of trying to chase its restless waves.