Financial Planning, Market Analysis
Wealth creation through financial markets is inherently volatile—a reality well-documented and widely experienced. Volatility is the cost of pursuing long-term returns, and the steady upward trend of the 2023-24 market may have dulled investors’ awareness of a key...
Financial Planning, Market Analysis
US equity markets have enjoyed a solid streak of performance over the past eighteen months. The S&P 500 is over 10% positive year-to-date following an impressive +24% performance in 2023, largely buoyed by two tailwinds: hope that the Federal Reserve will decrease...
Financial Planning, Market Analysis
Reading the headlines and looking at our investment statements can cause anxiety. There are very real causes for concern between European and Mid-eastern armed conflicts, simmering threats of conflict from the Peoples Republic of China (PRC), and civil division and...
Financial Planning, Market Analysis
“A thing long expected takes the form of the unexpected when at last it comes.” Mark Twain The respite from market volatility enjoyed in July and August was recently interrupted by a 2-week period that saw the S&P 500 drop over 5%. The Federal Reserve...
Financial Planning, Market Analysis
In unfortunate but typical fashion, September was a rotten performance month for the S&P 500 ending the month down over 4.5%. I’m reminded during decreasing account values that many of us fall into the temptation of losing sight of the big picture; specifically,...
Financial Planning, Market Analysis
Where did 2021 go? Much can and has been written about the cultural, political, and social challenges facing our country last year, not least of which is the ongoing global pandemic. Despite these challenges, the global equity soared to an increase of...
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