Insightful Ideas

Charts that Matter, a better way to visualize data to help make a financial world a little clearer.

After posting the best start to a year since 1997, the S&P 500 declined for the first time in four quarters. September was a particularly difficult as the S&P 500 was down 4.87% for the month. Ironically, September is traditionally known as the weakest month of the year.

Check out this video to watch our first quarter 2023 market commentary.

Check out our "Questions for the year ahead" video

As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.