Meet Our Summer Intern: Nathan Lodes

Meet Our Summer Intern: Nathan Lodes Please write a short biography about yourself: My name is Nathan Lodes, and I’m an incoming junior at the University of Iowa planning on majoring in Finance & Accounting. I graduated from Barrington High School in 2022 and have...

2024 First Quarter Review and Outlook

2024 First Quarter Review and Outlook It was a strong first quarter for large-cap stocks as measured by the S&P 500 Index. The S&P 500 hit over 20 record highs and finished the quarter up 10.56%. The excellent returns were powered by a growing US economy and...

2023 Review and 2024 Outlook

2023 Review and 2024 Outlook It was an excellent year for most equity indexes. In 2023, the S&P 500 Index returned 26.29% and finished near an all-time high. The strong returns were powered by a US economy that was able to avoid a recession. Lower inflation...