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Market Minute March 11

Market Minute Week of March 11, 2024

David Shotwell

Welcome to the “Market Minute” series! In this weekly blog post, Dave provides you with all the latest updates on market and economic trends that you need to stay on top of. Stock Market US markets were down last week while developed international stocks and emerging markets performed quite well. The MSCI EAFE index of […]

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Market Minute Feb 20 24

Market Minute – Week of February 20

David Shotwell

Welcome to the “Market Minute” series! In this weekly blog post, Dave provides you with all the latest updates on market and economic trends that you need to stay on top of. Fickle Market The markets can be fickle, and we saw that on Tuesday last week when a slightly – higher than expected inflation […]

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Market Minute Feb 12 24

Market Minute – Week of February 12

David Shotwell

Welcome to the “Market Minute” series! In this weekly blog post, Dave provides you with all the latest updates on market and economic trends that you need to stay on top of. Continued Highs The market indices continued to make new highs last week, despite FOMC chairman Powell’s comments last weekend that made it clear […]

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Market Minute Feb 5 24

Market Minute – Week of February 5

David Shotwell

Welcome to the “Market Minute” series! In this weekly blog post, Dave provides you with all the latest updates on market and economic trends that you need to stay on top of. The Federal Reserve Open Market Committee Rates were unchanged at last week’s meeting, which was pretty much expected. But Chairman Powell commented that […]

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Market Minute Jan 29 24

Market Minute – Week of January 29

David Shotwell

Welcome to the “Market Minute” series! In this weekly blog post, Dave provides you with all the latest updates on market and economic trends that you need to stay on top of. Last week was another solid week for stocks in general, with the S&P 500 posting a gain of just over 1% and smaller […]

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Market Minute Jan 15 24

Market Minute Week of 1-15-2024

David Shotwell

Welcome to the “Market Minute” series! In this weekly blog post, Dave will provide you with all the latest updates on market and economic trends that you need to stay on top of. As an experienced financial expert, Dave will share his insights on the most significant news and developments from the week gone by. […]

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Dave's November 2023 Market Update

Dave’s November 2023 Market Update

David Shotwell

It’s Thanksgiving time, and I have plenty to be thankful for this year as always. Somewhat surprisingly I can count the economy and markets as part of that list. This has been a strange year for investors. When markets are strong, it’s not uncommon for there to be a disconnect between investor perception and market […]

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What Is The Right Amount Of Cash In A Portfolio

What is the Right Amount of Cash in a Portfolio?

David Shotwell

We recently posted an article explaining why, even though money markets and certificates of deposit may have very attractive yields right now, we can’t allow ourselves to over-allocate to cash investments. The too-long/didn’t read version: Over time, money markets and certificates of deposit have historically underperformed inflation, bonds, and stocks. Cash is good, but you […]

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Dave's Client Update October 2023

Dave’s Client Update October 2023

David Shotwell

As I’m writing this, the conflict in the Middle East following the Hamas attacks on Israel earlier this month has captured the headlines and taken investor attention from the banal interest rate/inflation discussion that has been ongoing for close to two years now. This brings new uncertainty into the short-term economic equation, an issue that […]

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