August 30, 2024 – Financial markets have been resilient in recent weeks, almost fully recovering from the swings experienced at the beginning of August. Major stock market indices are once again approaching all-time highs, with the S&P 500 gaining 19.2% year-to-date with dividends, less than half of one percent below its peak. This upward trend …
August 5, 2024 – In light of the market drawdown over the past few trading days, we wanted to send a special update with our thoughts and perspective. In summary – there is nothing unusual about periods of sudden volatility, especially considering the market’s rapid rise over the past year. We will continue to loss …
July 31, 2024 – As the summer heats up, the stock market is experiencing its own heat wave in the form of rising volatility. Market uncertainty has climbed as investors rotate out of large cap technology stocks and into a broader array of sectors, sizes and styles, including small caps. Since their respective peaks in …
June 28, 2024 – While this month’s update highlights the current interest rate environment and outlook, there is another thing we would like to point out – the inherent uncertainty of all future-looking forecasts. We’re reminded of our December 2023 update where we wrote “The Federal Reserve has signaled that it expects to cut rates …
May 31, 2024 – One big theme in investor education is understanding the balance of risk vs reward. In times of market uncertainty, investors often seek the safety of cash. This has been true over the past several years as markets have swung due to the pandemic, geopolitical events, Fed rate hikes, inflation, gridlock in …
April 29, 2024 – 2024 is living up to the expectation that it would be an eventful year. Between elections, multiple wars, volatile interest rates, and uncertain inflation, market participants were rightfully cautious at the beginning of the year. From a market standpoint, 2024 thus far can perhaps best be classified as “so far so …
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**This testimonial was provided by a current client. The client was not compensated, nor are there material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.