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Research Whitepapers

Concentrated Stock Quarterly Update Q3 2022

Market volatility reemerged in the second half of September, most notably after the last FOMC meeting. During the third quarter, the S&P 500 fell 4.9%, the Nasdaq tumbled 4.1%, and the Dow lost 6.7%. Major catalysts for the downward market trend in September were stubbornly high inflation and the Federal Reserve reasserting that monetary policy will be tighter for a longer period.

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Defined Outcome Investing: A More Deliberate Way to Take Market Risk

Investing in the equity market is often presented as a fairly simple choice: participate in its...

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August Market Recap and Current Market Drivers

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