August Recap. Following a steady rally through the year’s first half and into July, stocks consolidated during the back half of the summer season.  August’s

Decoding Artificial Intelligence and Its Impact on Investing The debut of ChatGPT in November 2022 marked a turning point in the world of artificial intelligence. 

Positive Momentum. The first half of 2023 has brought a welcome market recovery, with investors benefiting from positive equity returns and more attractive income opportunities

Mixed May for Markets. Stocks recorded modest overall gains in May, after positive earnings surprises and the passing of the debt ceiling bill fostered a

A Period of Consolidation. After a positive start to the year, financial markets entered a holding pattern during the month of April.  Banking industry jitters

A Positive First Quarter The year’s opening quarter provided investors a bit of relief, following last year’s disappointing returns. Most investment markets logged mild positive

A Positive Q1. Volatility in the banking sector rose sharply in March following the collapse of three US regional banks.  The ensuing market turbulence was

January Reversal.  Stocks markets opened 2023 on a strong note, with robust gains across global equities.  Signs that inflation is easing in several major regions

  A Look Back at 2022. The dialogue in 2022 revolved around inflation, which – brought on by pandemic-related circumstances – surged to its highest

  Some Relief. US equities recovered some ground in October following a notably weak close to the September quarter.  The S&P 500 rose about 8%