Mar 7, 2025 | Newsletters
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 stage, raising questions and concerns among investors. Recent fluctuations have been driven...
Jan 6, 2025 | Newsletters
Congratulations! Client portfolios generally experienced strong gains with relatively low volatility throughout most of 2024. However, an unusually weak December puts a damper on things and raises concerns for the New Year. Naturally, after two solid years of market...
Oct 11, 2024 | Newsletters
The stock market maintained its dynamic upward momentum this past quarter, and many client portfolios benefited—though results vary based on individual investment circumstances. Stock prices continued to power higher, despite concerns over ongoing global conflicts,...
Aug 7, 2024 | Market Commentary
You can watch the entire 90-minute event by clicking the play button below or keep reading for the executive summary. This client event focuses on our mid-year financial market outlook. Our intention is to keep you informed and answer any questions that you may have....
Jul 11, 2024 | Newsletters
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 recovered and finished near highs. The choppy price action was not a surprise. As suggested...
