Highlights Unemployment and inflation both ticked up slightly. Stocks took a breather in August. Longer term interest rates have begun to...
READ MOREJuly 2023 Market Recap
by Dan Frost | Aug 8, 2023 | Market Commentary, P&A Articles
Highlights Headline inflation continues to trend downward. The S&P 500 rose for a 5th consecutive month and the Dow had a historic run...
READ MOREJune 2023 Market Recap
by Dan Frost | Jul 7, 2023 | Market Commentary, P&A Articles
Highlights Despite widespread expectations for a slowdown, the economy has continued to expand during the first half of the year The Fed took a...
READ MORE2023 – 2nd Quarter Letter – Debt limit, Inflation Fight, Bank Crisis
by Jon Sevenker | Jul 5, 2023 | Investment Management, P&A Articles, Quarterly Letters
The latest P&A quarterly letter to clients is available in PDF form. You can download it...
READ MOREMay 2023 Market Recap
by Dan Frost | Jun 5, 2023 | Market Commentary, P&A Articles
Highlights While inflation remains above the Fed’s target, indications point toward a moderation in rate hikes Mega-cap tech stocks fueled...
READ MORE