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Financial and Tax Planning Resources

2023 - Q1 Quarterly Keynote Thumbnail

2023 - Q1 Quarterly Keynote

Low expectations into earnings season and falling yields in January helped boost stock market returns. In February, attention turned to higher yields and further Fed hikes, but in March all eyes shifted to banks. Concerns in this area led to eased expectations for Fed hikes. While the bear market in the S&P 500 has not ended yet (using closing prices), through it all, the S&P 500 finished the quarter less than 2% from the highest level seen in the past 6 months.

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