First Quarter 2023 in Review & Market Outlook
Despite significant events in the first three months of 2023 – including two of the three largest bank failures in U.S. history – we saw stock...
Apr 12, 2023
Lynn Snyder, MBA, CFA®
Helping Make Sense of Recent Bank Failures
The collapse of a bank, and in this instance the failure of two U.S. lenders this past week, is of course significant. And many investors —...
Inflation was the Story of 2022; What Does 2023 Hold for Long-Term Investors?
Investing in 2022 was tumultuous for almost all investors. However, investors with diversified portfolios holding value-oriented equities,...
Does Diversification Still Work? The Short Answer is Yes.
While we’re not certain when the market will change course, this bear market, like all prior bear markets, will eventually end. Until then, a...
Inflation Revisited
In January we published a blog titled, Now Can We Expect Some Inflation? As if on cue, inflation as measured by the Consumer Price Index (CPI)...
Value and Growth: When does it Matter?
If you have spent any amount of time watching tv, listening to a stock market update on the radio or browsing the financial papers, you have...
