What a difference a year makes. At the start of 2023, market pessimism was widespread, investors braced for a recession, and many expected another down year in stocks. Instead, the economy proved …
3rd Quarter 2023
3rd Quarter 2023
After a strong first half of the year, there were not many places to hide in the third quarter. As the Green Day song goes, many investors wanted to tell their investment advisers to “wake me up when …
2nd Quarter 2023
2nd Quarter 2023
Wow, what a first half of the year it’s been! Whoever would have predicted such an incredibly strong market rally, with the stock market rising 20% from its most recent lows? The second quarter …
1st Quarter 2023
1st Quarter 2023
The first quarter began with investors feeling largely upbeat. Inflation appeared to be subsiding, and many bet that would lead the Federal Reserve to switch quickly from raising interest rates to …
4th Quarter 2022
4th Quarter 2022
The past year was a tough one for investors. Stocks tumbled and bonds were hit by their worst selloff ever. The S&P 500 index fell 18.1% for the year, the 3rd worst year for the S&P going back …
The MWA Report Winter 2023
The MWA Report Winter 2023
It's incredible that we are already a full month into 2023. From an investment perspective, I think most investors would agree that it's off to a bumpy start. It's in volatile times like these that I …
