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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November 2022: Monthly Market Moment

November 21, 2022

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 […]

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Third Quarter 2022: Market Commentary

October 14, 2022

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 […]

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Remembering Mary Ann Greenwood: Founder of Greenwood Gearhart

September 19, 2022

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 […]

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September 2022: Monthly Market Moment

September 15, 2022

Since our last update, the market has continued to show volatility as sentiment shifts based on new economic data. Markets are particularly focused on signs of moderation in inflation, as this largely determines the path of interest rates and thus prices for a wide variety of assets. So far, the […]

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August 2022: Monthly Market Moment

August 15, 2022

Since our June 30th quarterly commentary, the equity market has materially rallied with a variety of catalysts triggering a wave of buying. This has resulted in the market recuperating a bit under half of its losses from the June low. What remains to be seen is whether this recent bounce […]

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Second Quarter 2022: Market Commentary

July 6, 2022

Since we last reported to you, the financial markets have continued a period of volatility resulting in a pullback of over 20%.  We understand the angst this can cause clients and offer the following thoughts as we move into the second half of 2022. First, the markets are trading, almost […]

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May 2022: Monthly Market Moment

May 10, 2022

After a sharp recovery in March, markets resumed downside volatility in April as uncertainty remained high on a number of fronts. Most prominently, the Federal Reserve has started hiking interest rates in an effort to contain inflation. As we’ve discussed, this is a delicate task, as moving too aggressively can […]

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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.

Third party rankings and recognition should not be construed as a guarantee of a particular outcome nor form the sole basis for the selection of an adviser.  Unless otherwise specifically indicated, Greenwood Gearhart did not pay a fee for inclusion in the award/ranking.