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Stay on top of the market

Every quarter we bring you timely insight on the economy and markets to help you on your path to and through retirement.

 

Stay on top of the market

Check here for quarterly market updates.

Quarterly Market Updates

Economic & Market Update | 4th Quarter 2023

Economic & Market Update | 4th Quarter 2023

Several troubling signs point to a recession ahead in the next year. With the Fed near the end of its rate hike cycle, we believe it’s a good time to start locking in attractive yields. Stocks may show further weakness from here, but as opportunities in AI become reality, it could be the green shoot the U.S. economy needs to avoid a serious downturn.

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Economic & Market Update | September 2023

Economic & Market Update | September 2023

Several troubling signs point to a recession ahead in the next year. With the Fed near the end of its rate hike cycle, we believe it’s a good time to start locking in attractive yields. Stocks may show further weakness from here, but as opportunities in AI become reality, it could be the green shoot the U.S. economy needs to avoid a serious downturn.

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Economic & Market Update | July 2023

Economic & Market Update | July 2023

Stocks continued to climb a wall of worry in the first half of 2023. The S&P 500 was up nearly 16% this year at the close of the second quarter, and the Dow Jones Industrial Average has climbed 3.8% this year, despite soft economic data, prominent bank failures, fears about the debt ceiling, and continued worries about an imminent recession.

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Market & Economic Outlook | July 2021

Market & Economic Outlook | July 2021

Stocks continued to climb in the second quarter finishing up 8.2% as Covid-19 cases plunged 96% and almost 70% of U.S. adults got vaccinated. While concerns about the Covid Delta variant and inflation have investors on edge, the stock market performance in 2021 remains strong…

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Market & Economic Outlook | April 2021

Market & Economic Outlook | April 2021

Stocks climbed over 5% in the first quarter as new COVID-19 cases dropped dramatically (down over 75% from the previous six-week period), vaccinations became widespread (181 million doses delivered and over 93.6 million having received their first shot), and the economy kicked into high gear.

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