by Louis Odette | Jul 25, 2023 | Investment Commentary
Erin, Mark, and Louis are back to discuss an overall positive outlook moving forward in our Q3 Markets Discussion Video. Tackling themes such as Artificial Intelligence and Fed perspectives, the team considers potential outcomes as the year comes to a...
by Louis Odette | Jul 24, 2023 | Investment Commentary
MARKET RETURNS: Stocks extended their rebound through the second quarter, firmly establishing a new bull market. Regional leadership shifted from international developed markets to the United States, as the rally in foreign stocks decelerated. Gains were highly...
by Louis Odette | Jun 15, 2023 | Educational
Tune-Up your Savings Plan for the Year Is your goal to max out your retirement savings contributions in 2023? Are you on track with salary deferrals or accumulating savings to do that? This writing is a mid-year reminder to check on your progress with...
by Louis Odette | May 4, 2023 | Investment Commentary
Erin, Louis, and Mark are together again to summarize the events that transpired during Q1 and the themes that we remain vigilant on looking forward into Q2 in our latest Quarterly Markets Discussion!
by Louis Odette | Apr 20, 2023 | Investment Commentary
MARKET RETURNS: Stock and bond markets both rallied to start the year in a welcome departure from 2022’s declines. Last year’s relative performance trends continued across global equity regions. International developed markets outperformed thanks to a combination...
