Insights
From articles to podcasts and videos, please see our latest insights below.
Investors Say Good Riddance to 2022. What’s in Store for 2023?
Last year was simply painful. All three major large-cap U.S. equity indices were in the red. The Dow Jones Industrial...
Markets Rally Post-Midterm Elections—Will It Continue?
Following midterm elections, November 2022 was good to investors, which tracks with historical post-election norms....
November Market Commentary from the Investment Team at Ocean Heights Advisors
Dear Clients and Friends: Since the beginning of this year’s fourth quarter, the S&P 500 has enjoyed a...
Was the October Rally Just a Head Fake or Will It Continue?
“Don’t do something, just stand here.” — American Investor and Philanthropist, Jack Bogle We all have heard that...
September Was Ugly. Will Q4 Bring Positive Returns and a Post-Midterm Election Rally?
“September stands alone as the only month in which the market falls more frequently than it rises.” — Sam Stovall,...
Market Update from the Investment Team at Ocean Heights Advisors
September has historically been the equity market’s weakest month of the year, and the current month is following this...
July to Mid-August Rally Followed by Late August Swoon—What’s Next?
“And when things start to happen, don’t worry don’t stew, just go right along, you’ll start happening too.” — Dr....
Market Update from the Investment Team at Ocean Heights Advisors
Dear Clients and Friends, Our communications to you often occur in connection with periods of downward market...
Was July Just a Dead Cat Bounce in a Bear Market or the Start of a New Bull Run?
“There’s a reason why your windshield is bigger than your rearview mirror. Where you are going is more important than...
2022 Mid-Year Outlook
Exec Summary. Following eighteen months of an investor friendly market environment, 2022 has been a challenging year...
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