Quarterly Insights April 2026 Share A Trifecta of Concerns Hit Stocks in Q1 Market volatility spiked in the first quarter of 2026 as a surge in geopolitical tensions combined with stress in private credit markets and growing concerns that AI may pose threats to certain industries to push the S&P 500 moderately lower to start… Continue reading Q1, 2026 Quarterly Insights
Market Update April 2025 Market Update – April 7, 2025 Share Understandably, there is a lot of confusion and worry from investors about this market. Now that we know the tariff plans, we stepped back this past weekend to review the bullish case for stocks and the bearish argument The Bullish Case for Stocks The… Continue reading April 2025 Market Update
Market Update Q4 2024 Market Update – Q4 2024 Share Quarterly Insights – January 2025 The S&P 500 Completes the Best Two-Year Performance Since the Late 1990’s The S&P 500 rose to an all-time high in the fourth quarter and extended 2024 gains as the election results raised expectations for tax cuts and other pro-growth… Continue reading Q4, 2024 Market Update
Market Update Q3 2024 Market Update – Q3 2024 Share Quarterly Insights – October 2024 Fed Rate Cuts and Solid Earnings Overcome Rising Economic Anxiety Third Quarter Performance Review Markets were volatile in the third quarter as investors faced political turmoil and increased uncertainty about future economic growth, but the return of Fed rate cuts… Continue reading Q3, 2024 Market Update
10 Ways to Fight Inflation in Retirement Share Overview What Can Gallup’s 2024 Personal and Economy Finance Poll Tell Us About Inflation? Stress Testing for Inflation What Do You Consider to Be a Safe Withdrawal Rate? Wise Words from the One and Only Warren Buffett 10 Minutes to Read How to Fight Inflation in Retirement… Continue reading 10 Ways to Fight Inflation in Retirement
Market Update Q4 2023 Market Update – Q4 2023 Share Quarterly Insights – January 2024 Large-Cap Tech Stocks Push the S&P 500 Sharply Higher in 2023 Fourth Quarter and Full Year 2023 Performance Review Markets staged an impressive reversal in the fourth quarter thanks to a surprise dovish pivot by the Federal Reserve, which combined… Continue reading Q4, 2023 Market Update
Market Update Q3 2023 Market Update – Q3 2023 Share Quarterly Insights – October 2023 Higher Interest Rates, A Return of Volatility Inflation Worries and Higher Bond Yields Weigh on Stocks in the Third Quarter Third Quarter Performance Review The S&P 500 rose to the highest level since March 2022 early in the third quarter… Continue reading Q3, 2023 Market Update
Financial Market Breakdown – Week of September 25, 2023 Share Quick Highlights Futures are slightly lower as negative Chinese real estate news offset the end of the Writers Guild of America strike. Chinese property firm Evergrande hit a setback in its re- structuring deal and that’s increasing liquidation chances (which would weigh on Chinese economy).… Continue reading Financial Market Breakdown – Week of September 25, 2023
Financial Market Breakdown – Week of August 28, 2023 Share Quick Highlights Futures are slightly higher following more small stimulus steps from Chinese authorities, as investors look ahead to an important week of economic data. Chinese authorities reduced the stamp tax on stock investment, providing a small economic tailwind and boost to Chinese stock prices.… Continue reading Financial Market Breakdown – Week of August 28, 2023
Financial Market Breakdown – Week of August 21, 2023 Share Quick Highlights Futures are modestly higher thanks to more evidence of global disinflation and despite another round of under- whelming Chinese stimulus. German PPI declined –6.0% y/y vs. (E) -5.1% y/y and that’s serving as a reminder that inflation is still falling globally. In China,… Continue reading Financial Market Breakdown – Week of August 21, 2023
