by lportee53 | Feb 7, 2025 | Market Updates
February 2025 Market Update February Update: S&P 500 Rises, AI, Politics Hoping this update finds you and yours doing well! It has been quite an eventful month to start 2025, with no shortage of market-moving news and developments. As such, now is the perfect time...
by lportee53 | Jan 15, 2025 | Market Updates
JANUARY 2025 MARKET UPDATE January Update: Fed vs. inflation I hope you have had a wonderful start to the new year. Major U.S. equity indexes closed out the final month of 2024 in a mixed fashion, with megacap tech being the bright spot and industrials heading lower....
by lportee53 | Dec 12, 2024 | Market Updates
DECEMBER 2024 MARKET UPDATE Monthly Check-in: Holidays & S&P 500 Positive Days Hope all is well with you. Pending elections, “higher” interest rates, and labor market questions, there was a bit of uncertainty heading into November. But that uncertainty was...
by lportee53 | Nov 7, 2024 | Market Updates
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...
by lportee53 | Oct 28, 2024 | Market Updates
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...
