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.

The market is up 20% from its October 2022 low; however it remains roughly 8% off the high set on January 2, 2022. Let's take a look at past market recoveries.

If you are a participant in a 401K plan, it likely you are invested in a Target Date Fund or have the option to do so. But do you know what a Target Date fund is? Let’s dig in!

Check out this video to watch our Second Quarter 2023 market commentary.