Financial Planners
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 […]
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 […]
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 […]
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 […]
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. […]
The end of 2023 saw a strong rally in both the stock and bond markets, capping off a surprisingly positive year. The broad US market rallied 12.1% in the quarter, capping off a 26% return for all of 2023. Meanwhile, the US Aggregate Bond Index rose 5.4% for the quarter and 8.3% for the year. […]
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 […]
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 […]
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 […]
The third quarter saw most markets give back a portion of their gains from the first half of the year as the tug-of-war between inflation and interest rates continues. However, the markets remain broadly positive for 2023 as we enter the fourth quarter. Last month, the Federal Reserve signaled that they expect to need to […]
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