Insights
Market Review – October 2023
Markets across global equity and fixed income added a third month of decline in October.
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Market Monitor – Third Quarter 2023
The Federal Reserve paused in September, following a 25 basis points rate hike in July. The major theme coming from the meeting was the potential and willingness of the Fed to remain higher-for-longer in an effort to combat inflation and bring it to its 2% target.
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Eight Common Mistakes That Can Jeopardize Your Retirement
According to Charles Schwab, retirement planning is the number one source of financial stress for the majority of Americans.[1] Given the potential for retirement to span 20 or more years,…
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Market Review – August 2023
Markets took a step back in August as sentiment shifted surrounding Fed policy.
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Market Review – July 2023
Markets posted favorable returns in July as investors found renewed optimism in economic data being reported, even in the face of year-over-year earnings declines.
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Mid-Year Capital Markets Update
Recessionary Resilience – Defying Expectations
In our 2023 Outlook, Goodbye TINA, we outlined three broad themes that were likely to influence markets in 2023 – continued volatility, moderating inflation and a bear market bottom. The first half of 2023 has largely validated those views and we do not anticipate material changes ahead of year end rebalancing.
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Market Review – May 2023
Market volatility persisted in May as investors tried to digest potential Fed policy action in June and the possibility of a U.S. default should a deal not be reached to raise the debt limit.
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The Clarity Formula® – Long-Term Care Insurance
Adults today who are 65 years of age or older have a 70% chance of needing some form of long-term care service or support during their remaining years. Furthermore, with…
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Market Review – April 2023
The sanguine April return of headline indexes hides the churn underneath. Equity and fixed income indexes alike posted modestly positive returns overall with year-to-date trends for 2023 continuing in April;
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Market Monitor – First Quarter 2023
While volatility in the markets remained during the first quarter of 2023, broadly speaking, equity and fixed income markets saw a strong rebound.
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In Focus: The Fed’s Inflation Target is Not Yours
Inflation matters in many ways, but most importantly for markets today is the force behind the Federal Reserve’s actions. It’s primary tool to cool inflation is higher interest rates. Higher…
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Market Review – February 2023
Strong economic data raised market expectations for additional rate hikes in total of 0.5% by year end. While perhaps overdone, this speaks to how much the Fed has already raised rates, and that the end is perhaps near on rising rates.
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