When Complicated Becomes Inefficient

BlogJuly 10, 20242KViews 0Likes 0Comments

Being one’s own financial advisor has historically been unapproachable for those who don’t have a strong financial knowledge base. Many do not trust themselves to take risks with their livelihoods in the stock market or merely don’t have the time to do the needed research to make sound investment decisions. Thus, some are drawn to…

Economic Update, Second Quarter 2024

NewsletterJuly 9, 2024849Views 1Like 0Comments

Market Review The benchmark S&P 500 index closed the 2nd quarter up 3.9%, following on the 10.1% gain through March and leaving the broader stock market on course for a welcome second-consecutive year of outsized gains. The index has hit over 30 new all-time closing highs this year after passing the previous record from January,…

Economic Update, First Quarter 2024

NewsletterApril 5, 2024775Views 1Like 0Comments

Market Review The benchmark S&P 500 index closed the 1st quarter up 10.1% continuing its march upward after last October’s market low. While the 26%+ gain since October is noteworthy, the index is only up around 9% from the high in January, 2022. Corporate earnings beat analyst estimates by over 7% during the 4th quarter,…

Economic Update, Fourth Quarter 2023

NewsletterJanuary 10, 2024618Views 1Like 0Comments

Market Review The benchmark S&P 500 index closed the 4th quarter up 11.2% after surging relentlessly upward from lows in late October. For the year, the index will close up over 24%, marking a sharp contrast to performance in 2022, though both years exhibited an emphatic bullish turnaround at roughly the same point on the…

Economic Update, Third Quarter 2023

NewsletterOctober 13, 2023722Views 1Like 0Comments

Market Review The benchmark S&P 500 index closed the 3rd quarter down 3.6% after a late September swoon. Commentators often use that benchmark to demonstrate the performance of “the stock market”, but as the graphic below illustrates, investors shouldn’t lose sight of the fact they can choose among “a market of stocks”. The Federal Reserve…

Economic Update, Second Quarter 2023

NewsletterJuly 10, 2023746Views 1Like 0Comments

Market Review The benchmark S&P 500 index posted a 8.3% gain for the 2nd quarter, with the strongest gains again concentrated among three sectors and a limited cadre of component companies. Artificial intelligence (A.I.) has been the hot news story in regards to which companies enable it and which companies are empowering users with it.…

The Beauty of Bonds

BlogMay 1, 20232KViews 1Like 0Comments

Historically, stocks have provided appreciation that helped investor portfolios grow. Many stocks also provide returns in the form of dividends. Stock prices have certainly gone up over time, but the path hasn’t exactly been a straight line. There have been some queasy, white-knuckle moments along the way when it felt downright uncomfortable to own stocks.…

Economic Update, First Quarter 2023

NewsletterApril 6, 2023620Views 0Likes 0Comments

Market Review The benchmark S&P 500 index posted a 7.0% headline gain to start the year, though performance varied widely by sector and a small group of large, Technology-driven stocks provided the bulk of the gains. Investors sought the perceived safety of robust and resilient cash flows and balance sheets. As expected, the Federal Reserve…

Was October The Low?

BlogFebruary 3, 20231KViews 0Likes 0Comments

Did the S&P 500 bottom on October 12th of last year? Only hindsight will bestow that knowledge. Stubborn inflation and higher interest rates were the big drivers behind the selloff that took us to that October low, but recent data indicates inflation is retreating, comments from Federal Reserve members suggest they may be close to…

Economic Update, Fourth Quarter 2022

NewsletterJanuary 9, 2023623Views 0Likes 0Comments

Market Review The benchmark S&P 500 index posted a welcome 7.1% gain to close out a challenging calendar year. Earnings results continued to surprise to the upside, although overall growth was more modest, with a 3.5% rise outpacing expectations for no growth. Revenue growth topped estimates by 2.5%, expanding 11.4%. Despite a flurry of four…

When Complicated Becomes Inefficient

The Beauty of Bonds

Was October The Low?

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