Blog
Our Thoughts on Recent Market Volatility
Stocks must have gotten the memo that August tends to be weak historically. July, the eighth positive month of the past nine, was quickly forgotten as the beginning of August greeted us with a selloff. The primary catalyst was August...
Read MorePresenting Our Mid-Year Outlook
Our colleagues at LPL Research just unveiled Midyear Outlook 2024: Still Waiting for the Turn (linked here), the semi-annual report that recaps where markets and the economy have been over the first half of 2024. We are excited to...
Read MoreStocks Benefit from Solid Foundation
6/11/24 Stocks Benefit from Solid Foundations As we were anticipating in our last market letter, April showers did bring May flowers as markets placed greater importance on economic growth and corporate profits than the “higher for...
Read MoreNavigating May's Stock Market
5/2/24 Navigating May’s Stock Market After a strong first quarter for stocks, some April showers rained down as the S&P 500 fell about 4% last month. Hopefully those showers will bring some flowers in May, despite the widely cited...
Read MoreMarkets Warming Up
3/8/24 Markets Warming Up As spring approaches, the weather is starting to warm up. For the stock market, the temperature has been rising for a while now. In fact, since December 2023, the S&P 500 has not experienced a pullback of even...
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A Solid Start to 2024
2/9/24 A Solid Start to 2024 Stocks are off to a solid start in 2024. January gains are particularly enjoyable because of the old adage from the Stock Trader’s Almanac, “As goes January, so goes the year.” Nearly 75 years of historical...
Read MorePresenting Our 2024 Outlook
12/13/23 Presenting Our 2024 Outlook LPL Research recently unveiled Outlook 2024: A Turning Point (linked here: https://www.lpl.com/content/dam/lpl-www/documents/research/outlook/lpl-research-outlook-2024.pdf) which recaps where...
Read MoreNavigating Market Setbacks
Financial markets lived up to their reputation during the month of August, which has a record for being difficult. On the first day of August, markets had to contend with a downgrade of U.S. long-term debt by the rating agency, Fitch....
Read MoreStaying Invested in a Tricky Market Environment
8/10/23 Staying Invested in a Tricky Market Environment Making economic forecasts and stock market predictions can be humbling. It’s especially tough when you expect stocks to go higher and get a big drop instead. The environment today...
Read MorePresenting Our Midyear Outlook
8/4/23 Presenting Our Midyear Outlook Now that we’re beyond the midpoint of the investing year, it’s a great time to look at where we’ve been—to help position portfolios for the second half of the year. Our Midyear Outlook: The Path...
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