Bobby Moyer, CFA, CFP®, CAIA

Bobby Moyer, CFA, CFP®, CAIA Chief Investment Officer

Recent Posts

October 06 2023

Investor Insights -October 2023

See our recap of September's key statistics and market commentary below. Noteworthy Numbers 12.2 Energy was the best-performing sector in the third quarter of 2023 with a total return of 12.2%. Energy was also the only positive S&P sector for Sep...

September 08 2023

Investor Insights -September 2023

See our recap of August's key statistics and market commentary below. Noteworthy Numbers 8.8 The Job Openings and Labor Turnover Survey showed that the number of job openings in the US fell to 8.8 million, the lowest number since March of 2021. 237 N...

August 04 2023

Investor Insights -August 2023

See our recap of July's key statistics and market commentary below. Noteworthy Numbers 13The Dow Jones Industrial Average was positive for 13 straight days posting its longest streak of days in positive territory since 1987. 1 The Bank of Japan annou...

July 11 2023

Investor Insights -July 2023

See our recap of June's key statistics and market commentary below. Noteworthy Numbers 33The Consumer Discretionary sector is up 33% year-to-date despite the fears around rising interest rates and recession warnings. The consumer continues to be resi...

June 05 2023

Investor Insights -June 2023

See our recap of May's key statistics and market commentary below. Noteworthy Numbers 24.3 The S&P 500 Technology sector is outperforming the S&P 500 by 24.3% year-to-date through May. The sector has returned 33.95% year-to-date. 159 Nvidia i...

May 04 2023

Investor Insights -May 2023

See our recap of April's key statistics and market commentary below. Noteworthy Numbers 99.7 Meta (Facebook) stock is up 99.7% year-to-date even after reporting a $3.99 billion loss in the first quarter of 2023. 5.6Core CPI, which excludes volatile f...

April 06 2023

Investor Insights - April 2023

See our recap of March's key statistics and market commentary below. Noteworthy Numbers 42 BillionCustomers of Silicon Valley Bank withdrew $42 Billion of deposits on March 9th contributing to the collapse of the bank. 102 The 2-year treasury yield e...

January 04 2021

Investor Insights - January 2021

See our recap of December's key statistics and market commentary below. Noteworthy Numbers The S&P 500 locked in an 18.40% return in 2020, an excellent feat in any year, and even more so in year during which the global economy shut down due to a ...

December 02 2020

Investor Insights - December 2020

See our recap of November's key statistics and market commentary below. Noteworthy Numbers The S&P SmallCap 600 returned 18.17% in November, leading US stock asset classes in what was its best month of the year. The Energy sector increased by 28....

November 03 2020

Investor Insights - November 2020

See our recap of October's key statistics and market commentary below. Noteworthy Numbers Small Cap Value stocks, the most beleaguered asset class in the US this year, led for the first time in October with a 3.63% return. US GDP grew at an annualize...

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