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Market Review: Time to Look on the Bright Side?

Market Review: Time to Look on the Bright Side?

by Jeff Krumpelman, CFA® | Jun 8, 2023 | Insights

When you’re chewing on life’s gristle, don’t grumble, give a whistle and … always look on the bright side of life. — Lyrics from “Always Look on the Bright Side of Life” from the film “Life of Brian” Taking a look back at May market activity, the S&P 500 extended...
Stuck in Neutral: Our “Hold Your Ground” Message Plays On

Stuck in Neutral: Our “Hold Your Ground” Message Plays On

by Jeff Krumpelman, CFA® | May 9, 2023 | Insights

You’ve got yourself stuck in a moment, And now you can’t get out of it.— Chorus from a U2 song Not much has changed in the last six months, going all the way back to November 2022. Since then, the S&P 500 has traded in a relatively tight range of somewhere between...
Banking Crisis? U.S. Stock Market Responds, “I’ve Got This!”

Banking Crisis? U.S. Stock Market Responds, “I’ve Got This!”

by Jeff Krumpelman, CFA® | Apr 6, 2023 | Insights

“Genius is nothing but a greater aptitude for patience.”— George-Louis de Buffon, well-known 18th century naturalist Investors have been bombarded with a set of head-spinning headlines this month and this year, but the market has absolutely taken it in stride. We...
Solid 2023 Start to U.S. Markets Faded Some in February…What’s Next?

Solid 2023 Start to U.S. Markets Faded Some in February…What’s Next?

by Jeff Krumpelman, CFA® | Mar 6, 2023 | Insights

 Be curious, not judgmental.”— attributed to Walt Whitman. The nice break in January represented a respite from negative karma in 2022. The S&P 500 surged more than 6% in January, and leadership clearly centered on the more aggressive areas of this large-cap...
Great Start to 2023. What Will the Rest of the Year Bring?

Great Start to 2023. What Will the Rest of the Year Bring?

by Jeff Krumpelman, CFA® | Feb 2, 2023 | Insights

The U.S. stock market broke out of the gate in style and good fashion in this new year. It provided a nice breather from the negativity we all felt throughout 2022. The S&P 500 advanced over 6% in January, which marked the best January for this index since...
Investors Say Good Riddance to 2022. What’s in Store for 2023?

Investors Say Good Riddance to 2022. What’s in Store for 2023?

by Jeff Krumpelman, CFA® | Jan 5, 2023 | Insights

Last year was simply painful. All three major large-cap U.S. equity indices were in the red. The Dow Jones Industrial Average declined 8.8%, the S&P 500 fell 19.4%, and the tech-laden Nasdaq took a -33.1% nosedive.¹ Headlines note that this was the weakest...
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Recent Posts

  • Don’t worry, be happy? Worry a little, but let the data and facts guide and calm
  • Earnings drive the rally as risks linger
  • Volatility returns as global risks rise
  • Risk awareness and diversification 2.0 taking root
  • Déjà vu starting to play out

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