Annual Reports

2023 Mid-Year Global Market Outlook

Since July of 2022, the federal funds rate has gone from 1.75% to 5.50%. The speed of this hiking cycle has been felt in various ways already. Headline CPI (inflation) has gone from 8.4% to 3.1%. It is estimated that increased interest rates on lending services have led to a reduction of the $2 trillion 2023 Mid-Year Global Market Outlook

2022 Global Market Outlook


The change was drastic with US Small Value stocks outperforming (24.3%)34 US Large Growth stocks (0.9%)34 in the first quarter of 2021. This was a 180 degree change from 2020 (US Large Growth 38.3% vs US Small Value 2.6%)34. While we do expect more of this trend heading into 2022, we feel Mid and Large 2022 Global Market Outlook

2021 Global Market Outlook

As financial advisors, we researched many opinions. And in 2020 there were many opinions. If an investor wanted to believe a certain theory, that theory was being discussed. Arguments assembled using statistics from historical events or economic theories from yesteryear. We have folders full of research from the most respected economists and spent hours researching 2021 Global Market Outlook