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What Happened September has a long-standing reputation as the market’s least favorite month, and this year it seemed determined to earn it. Investors spent the month juggling a Federal Reserve
What Happened August gave investors plenty to debate, but markets mostly kept doing what they have done all year: finding reasons to move forward. Strong corporate earnings, improving inflation data,
What Happened After a remarkably strong first half of the year, July reminded investors that markets don’t always move higher in the same way. Rather than broad declines, the month
July is often associated with independence, reflection, and renewed momentum. It is also a meaningful time to ask a practical question: How confident do you feel about your financial direction,
What Happened June gave investors plenty to think about: sticky inflation, higher bond yields, Middle East-driven oil volatility, a more hawkish Federal Reserve, and another round of debate over whether
April gave investors a familiar mix: loud headlines, stubborn inflation, geopolitical tension, and plenty of reasons to assume markets might lose their footing. Instead, markets did what they often do
May is often the month when summer plans begin to take shape. Flights are booked, calendars are cleared, and families begin preparing for time away from work, school, and daily
Finding a Bit of Balance Before the Holiday Break As we head into Thanksgiving, markets seem to be doing what many of us are doing this week, trying to settle
Midterm Elections: The Bigger Picture for Investors
Election seasons have a way of commanding attention. Policy proposals intensify while market predictions multiply. These headlines can make each development feel consequential to an investor’s financial future. For families
Kevin Murphy