November 2023: Monthly Market Moment

November 14, 2023

Financial markets continue to have some volatility, with changes in interest rate expectations, slowing economic indicators, and corporate earnings all influencing investor appetite and risk positioning heading into year-end. After digesting a slew of data in early October, markets settled into a holding pattern over the last few weeks as […]

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3rd Quarter 2023: Market Commentary

October 9, 2023

The financial markets have experienced increased volatility in the last quarter, with equities still up this year but down from their recent highs. This has been in large part driven by interest rates which reaccelerated their upward trend in recent months after declining in the first half of the year. […]

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August 2023: Monthly Market Moment

August 11, 2023

Since our last update, markets continue to trade at the recent highs after posting double digit gains so far this year. The dominant narrative on the street has notably pivoted in the last few weeks from fears of an imminent recession to cautious optimism that an economic contraction can be […]

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2nd Quarter 2023: Market Commentary

July 14, 2023

The financial markets have continued their upswing in the last quarter, with equity markets now up double digits this year and more than +20% from their low. This has led many to conclude that the bear market is officially over. While the resolution of several headwinds cleared the way for […]

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June 2023: Monthly Market Moment

June 16, 2023

Markets have turned positive since our last report, as a resolution on the debt ceiling, improving inflation numbers, and a pause on interest rate hikes have buoyed sentiment and returns. An “AI Boom” has also helped drive a significant rally in large cap tech stocks, with the S&P 500 now […]

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May 2023: Monthly Market Moment

May 10, 2023

Thanks for tuning in to our Monthly Market Moment for May. Financial markets continue to be choppy, as a confluence of a slowing economy, changing monetary policy, and banking sector fears drive volatility. Nevertheless, we’ve seen a healthy bounce from year-end levels due in large part to a decline in […]

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March 2023: Monthly Market Moment

March 16, 2023

Brock: Hello and welcome back for our Market Moment for the month of March. I’d like to spend a few moments to touch on the events of the last week in the banking sector. As we noted in our Monday email distribution, we are monitoring these events very closely. The […]

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February 2023: Monthly Market Moment

February 13, 2023

Since you last heard from us in our Quarterly Commentary, markets have continued to move higher, buoyed by the belief that inflation is finally falling, and that the economy may indeed achieve a ‘soft landing’ needed to avoid recession. While the verdict is certainly still out on this, recent economic […]

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February 2023: SECURE Act 2.0 Key Provisions Summary

February 9, 2023

With the new year in full swing, we wanted to provide you a few insights related to the recent passage of the SECURE Act 2.0 in December 2022. Nearly 3 years to the day after the passing of its predecessor, the SECURE Act, this recent spending bill includes much-anticipated and long-awaited […]

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4th Quarter 2022: Market Commentary

January 13, 2023

Greenwood Gearhart is pleased to provide you the Fourth Quarter 2022 Market Commentary. We wanted to recognize it was a difficult year for portfolios, with both equity and bond markets down on the year. This is an unusual circumstance but occurred because of a confluence of multiple interrelated factors including […]

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Important Disclosures

Market commentary is intended for convenience, educational, and informational purposes only. Nothing herein should be construed as individualized advice or recommendations, and the discussions contained are not a substitute for investment advice from a professional adviser. Readers should not use this content as the sole basis for any investment, financial planning, tax, legal or other decisions. Rather, a professional adviser should be consulted, and independent due diligence should be conducted before implementing any of the options referenced herein.

Due to various factors, including but not limited to changing market conditions, this market commentary may no longer be reflective of current opinions or recommendations.  This market commentary should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.

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