Our Insights
First-Quarter 2023 Earnings Season Recap and Commentary
More than 90% of S&P 500 companies have reported Q1 2023 earnings, with results exceeding expectations, with 78% reporting Q1 earnings that surpassed their estimates.
Consumers Remain Resilient as the US Economy Slows
The US economy grew at a +1.1% annual rate in the first quarter of 2023, marking a decline from the +2.6% growth rate in the fourth quarter of 2022.
Fewer Shipping Containers Arriving at U.S. Ports
Fewer container imports indicate the economy is reverting to pre-pandemic norms. This drop could help alleviate supply chain bottlenecks and ease inflationary pressures, a positive development after inflation rose to a 40-year high during the pandemic.
2023 First Quarter Recap and Outlook
First quarter economic data showed the U.S. economy entered 2023 with considerable momentum, even in light of the Federal Reserve’s interest rate hikes throughout 2022.
An Explanation of Recent Bank Failures
During the pandemic, businesses and individuals flooded banks with new deposits. As the Fed raises interest rates and customers look for higher yields, the banking industry is under considerable pressure.
US Economy Continues to Defy Expectations with Impressive 2023 Start
Based on January economic data and fourth-quarter data revisions, the U.S. economy appears to be in a stronger position than economists forecast. Job growth was robust in January as U.S. employers added 517,000 jobs, well above the average.
Strong Consumer Spending Boosts U.S. Economic Growth
In the past two years, the U.S. consumer has been a big part of the country's strong economic growth. Rising wages, multiple fiscal stimulus checks, and easy access to cheap credit have helped.
Global Markets Trade Higher to Start 2023
Looking ahead to 2023, the U.S. economy is forecasted to slow as the cumulative effect of higher interest rates takes hold.
Are International Stocks Finally Ready to Shine?
Today international stocks currently trade at more attractive valuations than U.S. stocks after a decade of underperformance.
4Q 2022 Recap and 1Q 2023 Outlook
Markets faced several challenges in 2022, including high inflation, historic central bank policy, the war in Ukraine, and Covid lockdowns in China.
Ten Rules for the Retirement Road
Financial advisors often recommend various strategies for investors to follow as they plot their way to retirement. If you feel your retirement investment plan is adrift, consider these ten strategies, which could help steer you in the right direction.
The Gift of Dollar Cost Averaging
Dollar-cost averaging (SCA) may be particularly beneficial in a down market like the one we have seen in 2022.