Robert E. Paul, Partner

December 3, 2020

I see myself sitting not across from, but alongside my clients, working together to first create and then navigate a financial pathway towards their life goals.

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2023 Q3 Market Recap

The S&P 500 reached a 2023 high at the end of July before selling off 7.5% through August and September to finish the quarter down 3.3%. Year-to-date the index remains up a solid 13%. Smaller-cap stocks (Russell 2000) also had momentum early in the quarter but changed course and ended the quarter down 5.1%, though...

2023 Q2 Market Recap

Global equities continued to rally in the second quarter, led by surging U.S. mega-cap technology and growth stocks, particularly companies related to Artificial Intelligence (AI). The S&P 500 index gained 6.6% in June and 8.7% in the second quarter, driving its year-to-date return to 16.9% overall. The technology-heavy Nasdaq Composite has driven the majority of...

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2022 Q4 Market Recap

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Update: Secure Act 2.0

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