Market Commentary Q2 | 2023

Global equity markets continued to climb the wall of worry in the 2nd quarter. The banking stress in the aftermath of the SVB failure seems to have resulted in limited lending restraint thus far. Additionally, the bipartisan agreement to suspend the US debt ceiling until 2025 means…

Market Commentary Q1 | 2023

Market narratives and asset prices fluctuated throughout the 1st quarter as market participants were forced to adjust to a rapidly shifting investment landscape. In January, risk assets rallied on the idea of an immaculate disinflation characterized by resilient global growth…

Market Commentary Q4 | 2022

2022 brought a decidedly sharp end to the post-pandemic bull market. What markets originally thought would be a gradual central bank tightening campaign turned into the fastest series of rate hikes in history. The year was dominated by the shift higher in interest rates and its impact across all financial markets as risk assets repriced dramatically.

Market Commentary Q3 | 2022

Despite a strong rally in July, global equity and bond markets retreated further in the 3rd quarter as markets priced in additional central bank tightening amidst a global growth….

IRS Announces Retirement Plan Limits for 2023

The Internal Revenue Service (IRS) announced cost of living adjustments (COLAs) affecting dollar limitations for retirement plans and other retirement-related items for Tax Year 2023.

Market Commentary Q2 | 2022

Both global equity and fixed income markets continued this year’s selloff in the 2nd quarter as investors grappled with slowing economic growth, geopolitical turmoil…

Market Commentary Q1 | 2022

Global equity markets sold off in the 1st quarter of the year as the conflict in Ukraine created a risk-off environment. U.S. equities were the relative winners…