Sophomore Slump
March 10th, 2025
CIO Insights
After notching all-time highs intra-month, equity markets fell off considerably to close lower in February, with the S&P500 declining -1.3% for its second negative month in the last three. Weakness was seen especially in technology and other economically sensitive small-cap...
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The January Effect
February 7th, 2025
CIO Insights
After concluding 2024 on a challenging note, equities ended January higher, with the Dow Jones Industrial Average leading the way (+4.8%) and the S&P / NASDAQ just slightly behind (+2.8% and +2.3% respectively). Small-caps also notched gains, although they remain...
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BWS & CFN 2025 Market Outlook
February 3rd, 2025
CIO Insights
Wondering what’s in store for the markets and economy in 2025? Our latest webinar brings together industry experts to break down key financial trends, market shifts, and what investors can expect in the coming year.
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Ho Ho No
January 7th, 2025
CIO Insights
Santa Rally Fails To Materialize But Stocks Log Epic Year Stocks ended 2024 with a whimper, as the S&P500 lost -2.4% in December to close at 5,882. The fabled “Santa Claus rally,” which generally sees the market post strong gains...
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Gravy, Gratitude, & Market Gains
December 6th, 2024
CIO Insights
Black Friday concluded the final day of November trading, and the holiday-shortened session put an exclamation point on a tremendous month for equities. Following a quick and conclusive election – which saw Republicans advance in almost all categories – markets...
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Yielding The High Ground
November 7th, 2024
CIO Insights
October ended with a downturn for the major indices, which were spooked by mixed corporate earnings, increasing bond yields, and the looming presidential election. The S&P500 gave back modest ground during the month, losing -0.92% during the period to close...
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Rate Cuts Engaged
October 4th, 2024
CIO Insights
Financial markets defied typical September weakness – often the worst-performing period of the year – to conclude a winning month and quarter. The S&P500 closed at a record level, gaining 2.1% to post its first positive September in five years....
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Signals Sent
September 13th, 2024
CIO Insights
After hitting all-time highs in July, cracks began to appear during the month of August. The unofficial last summer month began with a ferocious sell-off, resulting in the S&P500 dropping 6% during the first three days alone and the Magnificent...
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The Great Rotation
August 20th, 2024
CIO Insights
Like Independence Day fireworks, equity markets popped off in July, with the S&P500 notching its 10th consecutive monthly gain and tagging its 38th all-time high during the month. Impressive. Beneath the hood however, the price action was choppy and rotational,...
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Halftime!
July 7th, 2024
CIO Insights
Posted by Jason Edinger on Tue, 07/02/2024 - 11:22 First Half Highlights Tempus fugit. An apt Latin reminder that time is fleeting. With the first half of 2024 already in the books, the year is flying by, and equity investors have been rewarded thus...
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Nvidia Games
June 11th, 2024
CIO Insights
Posted by Jason Edinger on Sunday, March 3, 2024 The rally rolls on. Hard. Statistically, February is a challenging month, but this go ‘round the bulls defied the odds to end squarely in the green (and in record territory). The...
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