November Market Recap
In November, markets deviated significantly. US small cap stocks rallied strongly along with US large caps. To a lesser extent, bonds and international stocks also
December 2, 2024
Resources
September Market Recap & Election Volatility
Up to this point, it’s been a fantastic year for investors – both bonds and stocks have done well. As we look forward to the final quarter of the year, there is an obvious catalyst for volatility in the markets – the presidential and congressional elections.
October 1, 2024
August Market Recap & The Upcoming Election
In August, the Democratic party held their convention in Chicago, Illinois, where Kamala Harris officially accepted the nomination for President. This November, she will run against Donald Trump, the Republican party nominee.
September 3, 2024
July Market Recap & Volatility
Since the beginning of 2023, the S&P 500 has been the best performing stock index. It has also exhibited lower than usual levels of volatility. In other words, it’s been on an awesome run.
August 1, 2024
June Market Recap & News from the Firm
Recently, we were delighted to learn that our firm had been selected for the USA Today’s annual list of Top 500 Registered Investment Advisory (RIA) firms in the country.
July 2, 2024
May Market Recap & Stock Settlements
The process of buying or selling goods varies depending on the product. A coffee grinder from Amazon might be delivered in two days…
June 3, 2024
April Market Recap & Managing Expectations
According to the American Hotel & Lodging Association, Hampton Inn was the first chain to introduce free breakfast to their guests. Initially, it pleasantly surprised their customers…
May 1, 2024
