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9 November

The October Effect

By in highlights, Market Update

As we fall back to standard time and the days get shorter, we will take this opportunity to look back at the month of October and the issues facing us as we head towards year end. The S&P 500 added 6.9% in October, the largest one-month gain since November 2020.[1] We also saw multi-year highs in inflation readings and energy prices,[2] as well as better-than-expected corporate earnings.

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15 October

A Change of Season

By in highlights, Market Update

The month of September brought a chill to equity markets, which experienced a 4.76% loss for the month.[1] Following a march of record-setting gains year-to-date, the sell-off was a reminder that markets don’t go up in a straight line, especially with ongoing pressure from COVID-19 variants, political gridlock, and inflation.[2]

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15 September

Climbing a Wall of Worry

By in highlights, Market Update

There’s an old saying that the markets climb a wall of worry, and August exemplified this. The S&P 500 closed the month with 7 months of gains despite rising worry about the Delta variant of COVID-19, inflation, and employment.[1]

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