November 2024 Market Update

November 2024 Market Update

NOVEMBER 2024 MARKET UPDATE Mixed Data into November Election I hope all is well with you. I’m reaching out today with a timely overview of October market and economic developments. After all, there was no shortage of market activity in October, with corporate...
October 2024 Market Update

October 2024 Market Update

OCTOBER 2024 MARKET UPDATE 50-Basis-Point Rate Cut Boosts Stocks I hope this email finds you well! Long-term investors with diversified portfolios had a solid month in September, as the S&P 500 rose for three consecutive weeks. As a bonus, the recent stock index...
September 2024 Market Update

September 2024 Market Update

SEPTEMBER 2024 MARKET UPDATE Cooling inflation trend continues  I hope you and yours are doing well! I’m reaching out today with some insights about key market developments in August. A highly-expected, ready-to-cut Fed at the upcoming September policy meeting...
August 2024 Market Update

August 2024 Market Update

AUGUST 2024 MARKET UPDATE Narrative shift, rate cut likely Hoping this update finds you doing well! After a strong June, major U.S. equity indexes were mixed in July, indicating some divergence and a potential shift in the narrative to come. And so far, in limited...
July 2024 Market Update

July 2024 Market Update

JULY 2024 MARKET UPDATE June a Boon for U.S. Equities  Hope all is well with you! I’m reaching out today with an overview of key developments in June. Overall, diversified, long-term equity investors were in command throughout June as the recent rally continued amid...