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Expectations vs Reality
2023’s year-end rally helped mark the S&P 500® Index’s sixth strongest annual return in the last 25 years, seemingly fueled by optimism surrounding the direction ...
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December 2023 Market Recap
The S&P 500® Index returned 11.69% in the fourth quarter of 2023, with monthly returns of -2.10%, 9.13%, and 4.54% in October, November, and December, ...
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The Quality Factor
Investors chase various goals, but often diversification is key and high atop minds amid the current stock-bond correlation conundrum...
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November 2023 Market Recap
The S&P 500® Index returned 9.13% in November, interrupting three consecutive months of decline and capping an impressive advance of 11.18% from its intra-quarter low ...
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2023 Flagship (Index/RA) Commentary – Q4