Russia vs. Ukraine: An Economic Comparison

Though we are most concerned with the effects on human lives from Russia’s invasion into Ukraine, the situation has become an increasingly financial war as western countries have fought back with economic sanctions. The current instability and unprecedented economic measures merit special attention to our portfolios and the risks they carry. We recently talked about … Continued

Economic Update — Reviewing Q3 2021

For most of Q3, it appeared the bull market would continue charging, but equities stalled out in September. In the third quarter of 2021, the NASDAQ and S&P 500 both rose by as much as 5% but finished around flat, while the Dow lost 1.5%. The last day of Q3 marked the first time in … Continued

One Year Since the COVID Crash: How Far We’ve Come

It’s been one full year since the stock market crash on March 23rd, 2020, and a few months more since the novel coronavirus, COVID-19, was first identified. Little did we know how much the world, our daily habits, and our portfolios, would be changed. Here, we reflect on the past year through data and visuals … Continued

Monthly Market Wrap: February 2021

Welcome back to the Monthly Market Wrap from YCharts, where we break down the most important market trends for advisors and their clients every month. As always, feel free to download and share any visuals with clients and colleagues, or on social media. Want the Monthly Market Wrap sent straight to your inbox? Subscribe below: … Continued