February 2023 Investor Report
By: Stash Graham Asset prices pulled back broadly as investors started pricing in “higher for longer” when considering interest rates. The best-performing asset class was...
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January 2023 Investor Report
By: Stash Graham Financial asset prices started the month of January on a strong foot as investors were eager to forget about the prior year’s...
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December 2022 Investor Report
By: Stash Graham The stock market did not realize the Santa Claus rally that market participants hoped for entering December. Major domestic indices all saw...
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November 2022 Investor Report
By: Stash Graham Financial asset prices used an end-of-month speech by Federal Reserve Chairman Jerome Powell to generate a solid gain in November. Chairman Powell…
October 2022 Investor Report
By: Stash Graham Broad financial markets had a strong rally as all three major indices pushed higher during October. The benchmark S&P 500 recovered almost…
September 2022 Investor Report
By: Stash Graham The stock market had its worst monthly retreat since the COVID sell-off in March 2020. The S&P 500 fell -9.3% on the…