Insights
The Latest
After one of the market’s worst annual performances in recent memory, we have seen a month of encouraging progress. The S&P 500…
The Latest
The volatility that the market experienced in 2022 is likely to continue, but our outlook for 2023 has improved. The Fed is trying to…
As our first full year at Olistico comes to an end, we wanted to provide another update on the state of the market and some of the events going on…
Our Expectations
Inflation in 2022 is set to peak at its highest level in four decades, but we think there’s less cause for concern in 2023 and…
Where We Were
The month of October tends to be the most volatile month of the year with more 1% or greater moves in the market than any other month.…
Where We Were
September is historically a rough month for the stock market, and this year was no different. Fears of rising interest rates, high…
Where We Were
August was characterized by the conflict between Fed rhetoric and the prevailing market narrative, as investor sentiment swung from…
Have you taken the time to create an estate plan? If not, you’re far from alone. Only 46% of U.S. adults currently have estate planning documents,…
Where We Were
July saw the market rally as we observed the S&P 500 index soar +9.1%, signaling the greatest monthly gain since November 2020.…
To celebrate Olistico’s first year, we wanted to update everyone on the state of the market and some of the exciting events going on within our…