January Review – Market Reversal Highlights the Benefits of Diversification
Monthly Update – February 2025
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Monthly Investment Updates
Monthly Update – January 2025
December Review – Bitcoin and stock speculation
Monthly Update – December 2024
November Review – Euphoric election response shifting to policy implications
Monthly Update – November 2024
October Review – Rethinking the rate cut cycle
Monthly Update – October 2024
September Review – The long-awaited rate cuts begin
Monthly Update – September 2024
August Review – The return of volatility
August started off with a bang, as concerns over the health of the US economy and the unwinding of the Yen carry trade triggered volatile swings in the markets.
Monthly Update – August 2024
July Review – Cooler Inflation Triggers a Massive Rotation into Small Cap Stocks
On July 10, the Bureau of Labor Statistics reported that consumer inflation came in below expectations for the month of June.
Monthly Update – July 2024
June review – A political narrative ends while an economic narrative continues
Regardless of your politics, the June Presidential debate was not America’s finest hour.
Monthly Update – June 2024
May review – Interest rates are driving the stock market again
Monthly Update – May 2024
April review – Facing reality
Past performance may not be representative of future results. All investments are subject to loss. Forecasts regarding the market or economy are subject to a wide range of possible outcomes. The views presented in this market update may prove to be inaccurate for a variety of factors. These views are as of the date listed above and are subject to change based on changes in fundamental economic or market-related data. Please contact your Financial Advisor in order to complete an updated risk assessment to ensure that your investment allocation is appropriate.