Ryan Hastie, Partner |

November was a strong month for U.S. equities as the market saw a broad-based, post-election rally with all three major indices seeing solid performance and

Read More
Bill Hastie, Managing Partner |

Coming as no surprise to many investors, October was a challenging month in the global investment markets. In the month following the Federal Reserve’s first

Read More
Bill Hastie, Managing Partner |

Investors not only survived, but flourished, in September which historically is the most volatile month of the year.  With the Federal Reserve’s first cut in

Read More
Ryan Hastie, Partner |

August was a choppy month for stocks. The month began with a sharp decline, with the S&P 500 sinking 6% in the first three trading days of the month. The

Read More
Ryan Hastie, Partner |

July was a mixed month for the stock market, as investors began to rotate away from megacap stocks and into areas of the market that had previously lagged. The

Read More
Bill Hastie, Managing Partner |

When the June consumer price index (CPI) was announced earlier this month, it very well may signal the beginning of the conversation changing with regard to the

Read More
Ryan Hastie, Partner, Investment Advisor |

After a particularly steep selloff in equities during the month of April, May was a strong month for the three major equity indices. The Nasdaq led the major

Read More
Bill Hastie, Managing Partner |

For the first time in more than a year, talk of the Federal Reserve actually raising interest rates to curb growing inflation was heard on the financial news

Read More
Ryan Hastie, Financial Advisor |

Continuing their rally from February, all three major stock indices rose in the month of March. The S&P 500 saw a 3.1% gain, while the Dow Jones Industrial

Read More
Haley Hitchman, Partner |

After January’s strong start to the year, February continued to rally for all major U.S. indices.  The S&P 500 rose 5.34%, the Dow Jones Industrial Average up 2

Read More
Bill Hastie, Managing Partner |

2024 is off to a solid start with January continuing the rally that began last November.  All three major U.S. stock indices posted handsome gains for the month

Read More
Ryan Hastie, Financial Advisor |

After a tumultuous year for both stocks and bonds in 2022, investors were not quite sure what 2023 would hold. In short, 2023 did not cease to surprise

Read More