Market Update

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Market Update: Markets Shrug Off Geopolitics

What’s the definition of a resilient market? Perhaps one that maintains momentum amid fear of a potential war brewing in the Middle East. The market (as measured by S&P 500) maintains its […]

Market Update: Market Scariness Dissipates

 Happy Friday the 13th! Of all the things to be scared of these days, fear not the markets. The market (as measured by S&P 500) is up nearly 20% since the April lows and is up more than 3% […]

Market Update: Cloudy Skies Begin to Clear

 Volatility in the markets continues as uncertainty remains for investors trying to decipher a myriad of headlines, primarily related to tariffs. That said, after a rough week last week for the market, it has come roaring back this week […]

Market Update: Has the Pullback Begun?

A couple of bad weeks and the stock market falls into negative territory for the year (as measured by the S&P 500). That said, it is still up double digits from a year ago and it will take more than a couple weeks to derail this bull market […]

Market Update: The Tables are Turning

Broken record here… The stock market (as measured by the S&P 500) hit another all-time-high last week, despite getting an inflation reading above expectations as well as more tariff noise. Market resilience continues as […]

Market Update: Ship is Solid, Steady as She Goes

We had quite a bit of excitement over the last couple weeks. First, the market, as measured by the S&P 500, reached new all-time highs after the presidential inauguration and optimism for new policy. Next, news of a cheaper […]

Market Update: Dear Bond Investors, Please Calm Down

After a rough month, the markets finally had a great week last week, ending January 17, posting the strongest weekly performance since November. The main reason for the weakness is that interest rate expectations for higher-for-longer […]

Market Update: Managing Expectations

The market has done it again. We officially have a 25% return for the S&P 500 in 2024, following a 26% return in 2023. And this is despite not getting a “Santa Claus rally” this year for which many investors were hoping. This gives us a rare feat: Back-to-back […]

Market Update: Don’t Worry and Enjoy the Holidays

It’s been quite a year! We started 2024 with expectations for a recession, high inflation and mounting geopolitical tensions. We are ending it with a great economy, a presidential election and interest rate cuts. And somehow, through all this noise, the market […]

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