Koeneman
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Download Recap PDF MONTHLY OBSERVATIONS Mixed Bag of Returns to Start 2024 On the positive side, U.S. economic data continued to point to strength in the underlying growth trajectory. That said, markets expectations for rate…
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By Aoifinn Devitt, Chief Global Investment Strategist While the jobs numbers last week led to euphoria in markets, this week saw a little bit of buyers’ remorse – albeit selective. Earnings are on a positive…
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Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Tim Side, CFA – Investment Strategist We are a far cry from 2022’s mid-term elections when investors were hit with four-decade high inflation levels,…
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By Aoifinn Devitt, Chief Global Investment Strategist It has been a week filled with newsflow and our weekly update is coming to you a little later than usual. As we turn the corner into February,…
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By Aoifinn Devitt, Chief Global Investment Strategist Words matter. That part is clear. When the Federal reserve started to sprinkle the word “transitory” into its assessment of inflation from 2022 onwards they sent a clear signal.…
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By Aoifinn Devitt, CFP® – Chief Global Market Strategist As the Midwest shivers through its first real cold spell of 2024 we see the realization that a another thing has gone the way of the landline…
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By Aoifinn Devitt, CFP® – Chief Investment Officer After a bruising 2022, 2023 was the “comeback kid” of a year. But in the fourth quarter, it seemed to defy gravity itself. All year, the rumblings of a…
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Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Tim Side, CFA – Investment Strategist Download the PDF MONTHLY OBSERVATIONS Strange, Long Year Ends on High Note The doldrums of August-October were a…
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Investment Team Click here to download the PDF Monthly Observations Santa Claus Rally in November? Markets rebounded with a vengeance in November after Fed comments indicated less potential for future monetary tightening which spurred a…
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By Aoifinn Devitt, CFP® – Chief Investment Officer Here in Chicago Thanksgiving was sunny but brisk. Now it is just very brisk. It is a reminder that winter – albeit delayed – comes around after all. The…
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By Aoifinn Devitt, CFP® – Chief Investment Officer As the holidays approach, there is a miracle in the air. But not the usual festive kind. Consumers were already starting to expect lower inflation – and Tuesday’s CPI…
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Investment Team Click here to download the PDF Monthly Observations No Calendar Effect This Time October was a challenging month for investors as both stocks and bonds fell lower. While markets initially looked through the…
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For the third year in a row, Barron’s named both Diane Compardo and Brad Koeneman to its annual Top 1,200 Financial Advisors rankings. The ranking recognizes outstanding advisors from across the nation. It comes as…