Insights
Our Resources
Ocean Path clients enjoy access to a wealth of our continuously updated insights and educational resources. While we operate a fully independent boutique firm, we are partnered with Mariner Advisor Network, a trusted, go-to voice in the wealth management industry. From articles to podcasts and videos, please see our latest insights below.
Solid 2023 Start to U.S. Markets Faded Some in February…What’s Next?
Be curious, not judgmental.”— attributed to Walt Whitman. The nice break in January represented a respite from...
Great Start to 2023. What Will the Rest of the Year Bring?
The U.S. stock market broke out of the gate in style and good fashion in this new year. It provided a nice breather...
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....
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,...
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