1Q 2024 Commentary: The Fed’s Aim: A New Bull’s Eye
Summary Equity markets concluded the first three months of 2024 on a strong note as the S&P 500 achieved new all-time highs. The small cap
February 2024 Market Commentary: Navigating the Bull
Summary Equity market returns were robust in February. U.S. small cap stocks led the rally, up 5.7%, and the S&P 500 set new highs, marking
Stock-Based Compensation: A Four-Part Series
Stock-based compensation in the form of restricted stock units (“RSUs”) can be a wonderful form of bonus compensation. However, the risk characteristics associated with an
January 2024 Commentary: The Size Divide
Summary The U.S. economy grew by an annualized 3.3% in Q4 2023, beating expectations. Consumer confidence rose significantly due to lower inflation expectations and a
December 2023 Commentary: Balancing Act
Summary Despite early 2023’s recession fears and banking crisis, the market rallied with U.S. large cap stocks up 26.3% and U.S. intermediate-term bonds up 5.5%,
November 2023 Commentary: Retail Therapy
Summary Stocks and bonds ended November in positive territory. Both U.S. small cap and large cap stocks increased 9.1%, and the Bloomberg U.S. Aggregate Bond
Our Thinking
Stock-Based Compensation
Stock-Based Compensation: A Four-Part Series
Stock-based compensation in the form of restricted stock units (“RSUs”) can be a wonderful form of bonus compensation. However, the risk characteristics associated with an
Market Commentary
1Q 2024 Commentary: The Fed’s Aim: A New Bull’s Eye
Summary Equity markets concluded the first three months of 2024 on a strong note as the S&P 500 achieved new all-time highs. The small cap
February 2024 Market Commentary: Navigating the Bull
Summary Equity market returns were robust in February. U.S. small cap stocks led the rally, up 5.7%, and the S&P 500 set new highs, marking
January 2024 Commentary: The Size Divide
Summary The U.S. economy grew by an annualized 3.3% in Q4 2023, beating expectations. Consumer confidence rose significantly due to lower inflation expectations and a
December 2023 Commentary: Balancing Act
Summary Despite early 2023’s recession fears and banking crisis, the market rallied with U.S. large cap stocks up 26.3% and U.S. intermediate-term bonds up 5.5%,
November 2023 Commentary: Retail Therapy
Summary Stocks and bonds ended November in positive territory. Both U.S. small cap and large cap stocks increased 9.1%, and the Bloomberg U.S. Aggregate Bond
October 2023 Commentary: ‘G’ is for Government
Summary Bond markets continued lower, and the Bloomberg Aggregate Bond Index ended October down 1.6%, marking the longest stretch of negative bond returns since the