After a volatile first half of the year, market gains accelerated in the third quarter. Encouragingly, the recent advance unfolded with a welcome steadiness and a more stable...
STEADY AND STRONG STOCK MARKET PERFORMANCE
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WILD RIDE TO NEW HIGHS!
The second quarter of 2025 brought a wave of global upheaval and domestic political tension, which unnerved investors. Despite market volatility, major indexes finished the first...
Stability Through A Rough Stretch
Stock prices faced headwinds in the first quarter, marked by heightened volatility. Sharp market swings were largely driven by uncertainty surrounding the new administration’s...
Navigating Volatility in 2025
You can watch the entire 5+ minute video by clicking the play button below or keep reading for the executive summary.As we move into March, market volatility has taken center...
2024: ANOTHER STRONG YEAR – WHAT’S AHEAD?
Congratulations! Client portfolios generally experienced strong gains with relatively low volatility throughout most of 2024. However, an unusually weak December puts a damper...
Unstoppa-Bull!
The stock market maintained its dynamic upward momentum this past quarter, and many client portfolios benefited—though results vary based on individual investment circumstances....
Looking Forward to the Second Half of 2024
For the third quarter in a row, stock prices moved into all-time high territory! But it was not all smooth sailing as the market started the quarter with a sharp decline, then...
Springing Forward to New All-Time Highs!
The new year is off to a fine start with stock prices continuing to rally and once again reaching new all-time highs. As we suggested in our winter newsletter, broadening...
Reaching New All-Time Highs!
In 2023, stock prices started in rally mode and then suffered through a sharp mid-year correction. But the last quarter of the year was an absolute barnburner, with the venerable...
The Pause That Refreshes
Since the market peak in late July, stocks suffered a sharp decline of roughly 8%. Recession worries, labor strikes, government shutdown talk, rising energy costs and higher...
Rolling Right Along
Bottom line: while stock prices may take a short-term breather, we expect your portfolio to keep rolling right along.This past quarter, stock prices continued to advance as...
“It’s Only When the Tide Goes Out…”
Despite alarming news stories, our leading economic and market indicators are now pointing towards improving conditions and upside opportunities.Although stocks experienced a...