Monthly Market Report
When you’re besieged by financial news on a daily basis, it’s difficult to separate noise from important changes in the markets. Our market reports highlight the returns of major equity and fixed income indexes to give you a better sense of how the report relates to your own investment portfolio.
Monthly Market Report: November 2022
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Monthly Market Report: September 2022
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Monthly Market Report: July 2022
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Monthly Market Report: May 2022
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Monthly Market Report: March 2022
Inflation Hedges Providing Timely Protection for Investors Prepared by Brandon Yee, CFA, CAIA, and
Monthly Market Report: February 2022
Geopolitical Risks Creating Uncertainty Prepared by Brandon Yee, CFA, CAIA, and Thomas Connelly, CFA,
Monthly Market Report: November 2021
Market Uncertainty Increases Prepared by Brandon Yee, CFA, CAIA, and Thomas Connelly, CFA, CFP®
Monthly Market Report: October 2021
Oil Prices Continue to Rise Prepared by Brandon Yee, CFA, CAIA, and Thomas Connelly,
Monthly Market Report: September 2021
Rising Interest Rates a Headwind for Markets  Prepared by Brandon Yee, CFA, CAIA, and Thomas Connelly,
