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The 3rd quarter ended with strong returns across most major asset classes, despite several bouts of volatility. Weak U.S. economic data and an interest rate hike from the Bank of Japan hit stocks particularly hard in the month of August. However, the long-anticipated start of the Fed’s rate cutting cycle…
The economic momentum of the 1st quarter continued into the 2nd, providing another positive quarter for equity markets. Initially, investors dialed back expectations for rate cuts from the Fed as economic overheating concerns took hold.
Global equity markets started off the year strong as resilient economic data buoyed investor sentiment. The U.S. remains on pace for a soft landing, as falling inflation and rising real wages should offset lower excess savings and tighter credit conditions.
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 2024.
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.
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.
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….
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…
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…
