2nd Quarter 2023: Market Commentary
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 […]
Read MoreJune 2023: Market Commentary
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 […]
Read MoreMay 2023: Market Commentary
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 […]
Read MoreMarch 2023: Market Commentary
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 […]
Read MoreFebruary 2023: Market Commentary
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 […]
Read MoreFebruary 2023: SECURE Act 2.0 Key Provisions Summary
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 […]
Read More4th Quarter 2022: Market Commentary
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 […]
Read MoreNovember 2022: Market Commentary
Since our last update, markets have experienced a significant bounce, rallying approximately 10% from the October lows. After months of surprisingly high inflation data, markets finally got an inflation surprise this month in the opposite direction, with both the consumer and producer price indexes coming in softer than expected. Given […]
Read MoreThird Quarter 2022: Market Commentary
Since we last reported to you, the financial markets have continued their volatility as rising interest rates weigh on stock valuations and slow the economy. While this pullback has caused angst, it has also created opportunities for long-term investors and sown the seeds for more favorable returns going forward. We […]
Read MoreRemembering Mary Ann Greenwood: Founder of Greenwood Gearhart
IN MEMORIAM Mary Ann Greenwood 1940 – 2022 Greenwood Gearhart reflects on the rich legacy of its visionary founder Mary Ann Greenwood It is with great sadness that we announce the passing of our founder Mary Ann Greenwood. She was 82. Mary Ann was a larger-than-life presence and guiding force […]
Read MoreImportant 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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