Article

A Positive Start to the Year for Stocks

A Positive Start to the Year for Stocks

Looking at stats from January through May, it’s good to see a positive start to the year for U.S. stocks. This market overview also looks at the growth heavy U.S. large cap stock index and charts the hidden risk in Growth vs. Value. Included is a current and historical look at how the Fed funds rate affects core bonds, short term bonds, and performance strategies with a potential Fed Reserve pause.

June 23, 2023
A Positive Start to the Year for Stocks
Important Disclosure: Content on our website and in our newsletters is for informational purposes only. The information provided may (or may not) directly apply to your situation. We recommend that readers work directly with a professional advisor when making decisions in the context of their specific situation.

Other content you may like

  • May Student of the Market

    May 27, 2025
    In 2025, diversification helps with stock market volatility, and April saw the volatility index rise to its highest point since the pandemic. We also look at alternative strategies, bond performance, and scenarios surrounding interest rate cuts later in the year.
    Read this Article
  • Navigating Life's Biggest Moments: From Milestones to Curveballs, Are You Prepared?

    May 19, 2025
    Are you facing major life transitions? Whether expected or unexpected, this article dives into the core questions that many of us will face either now or in the future. The better prepared you are, the more confidence you will have to navigate them when the time comes.
    Read this Article
  • How to Keep Your Financial Accounts & Assets Neatly Organized

    How to Keep Your Financial Accounts & Assets Neatly Organized

    January 31, 2023
    Don’t let disorganization become one of your biggest money problems. Having information on your accounts and assets organized, updated and shared helps with those unexpected interruptions in life that we all experience. It will be well worth the effort you put in today - for you and the people you love.
    Read this Article
  • Lessons from Johnny Depp’s Other Lawsuits

    Lessons from Johnny Depp's Other Lawsuits

    May 3, 2022
    Protecting your assets is a very important part of any estate planning. With about 40 million lawsuits filed in the U.S. each year, protecting your family’s legacy and assets is getting harder and harder. There are a lot of lessons to be learned from Depp’s experiences.
    Read this Article
  • The link you have selected is located on another server. The linked site contains information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of this organization. We do not endorse, approve, certify, or control any linked websites, their sponsors, or any of their policies, activities, products, or services. We do not assume responsibility for the accuracy, completeness, or timeliness of the information contained therein. Visitors to any linked websites should not use or rely on the information contained therein until they have consulted with an independent financial professional. Please click “Continue to Link” to leave this website and proceed to the selected site.
    phone-handset