Blog

Each month, Founder Rich Lawrence, CFA, provides a detailed market recap and analysis through our blog. Drawing on years of experience and a disciplined investment approach, he breaks down complex market trends, economic data, and global events into clear, actionable insights. His commentary is designed to help you better understand what’s happening in the markets, why it matters, and how it may impact your financial plan.

Share your name and email address to receive our educational updates. We promise not to flood your inbox.

This field is for validation purposes and should be left unchanged.
Name
startup 3267505

September 2023: Markets Moving Sideways

The chart below illustrates various stock market indices’ performance on a 2023 year-to-date basis. The broad market is up 4-5% this year while the S&P 500 Index is up 16%. …