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July 2023 | Monthly Economic Update
ECONOMIC UPDATE Facebook LinkedIn Twitter Source: FactSet US equities were led by a handful of stocks and outperformed international equities for the quarter and year. Despite ongoing challenges, positive growth and inflation surprises helped US equities (S&P 500) gain 8.7% and 16.9% for the quarter
June 2023 | Monthly Economic Update
ECONOMIC UPDATE Facebook LinkedIn Twitter Source: Zephyr Style Advisor Stocks and bonds across the globe
May 2023 | Monthly Economic Update
ECONOMIC UPDATE Facebook LinkedIn Twitter Source: Zephyr Style Advisor Better than feared corporate earnings and
April 2023 | Monthly Economic Update
ECONOMIC UPDATE Facebook LinkedIn Twitter Source: FactSet Markets ended a volatile but positive first quarter,
March 2023 | Monthly Economic Update
ECONOMIC UPDATE Facebook LinkedIn Twitter In this month’s recap: Stocks stumbled as investors worried that
February 2023 | Monthly Economic Update
ECONOMIC UPDATE Facebook LinkedIn Twitter In this month’s recap: Investors were in a buying mood
January 2023 | Monthly Economic Update
ECONOMIC UPDATE Facebook LinkedIn Twitter Source: Zephyr Style Advisor December was a difficult month for
December 2022 | Monthly Economic Update
ECONOMIC UPDATE Facebook LinkedIn Twitter In this month’s recap: Stocks surge higher as Fed Chair
November 2022 | Monthly Economic Update
ECONOMIC UPDATE Facebook LinkedIn Twitter In this month’s recap: Stocks posted big gains in October
Gateway Acquires Advisors’ Pride: One LPL Super OSJ Acquires Another
We are so excited to announce the appointment of Jill Batley as the firm’s first female President.