May 2024 Market Update

May 2024 Market Update

MAY 2024 MARKET UPDATE Earnings, Sticky Inflation Fuel Markets Hope all is well with you. After a strong March, major U.S. equity indexes retreated in April. Rising Treasury yields were a prevalent theme for much of the month, while attention turned to corporate...
April 2024 Market Update

April 2024 Market Update

APRIL 2024 MARKET UPDATE U.S. equity indexes spring ahead  Hope all is well with you. Stock index investors were in command throughout March as the recent rally continued and showed signs of broadening to other sectors. As a bonus, the recent stock index rally was...
March 2024 Market Update

March 2024 Market Update

MARCH 2024 MARKET UPDATE Monthly Check-In: S&P 500 Marches into March  Hope all is well with you. The last few months have been enjoyable for long-term investors who have remained disciplined and focused on their goals. The artificial intelligence (AI) theme...
February 2024 Market Update

February 2024 Market Update

FEBRUARY 2024 MARKET UPDATE  Broad Market Index & Tech Stock Investors Were in Command. Hope all is well with you. Broad market index and tech stock investors were in command throughout January, even as the month ended with a Federal Reserve (Fed) meeting taming...
January Market Update

January Market Update

JANUARY MARKET UPDATE Stock Rally Continues I hope you’re doing well as the new year begins. Major U.S. equity indexes closed out 2023 strongly in the green, marking the second consecutive month of gains for the S&P 500. A Santa Claus Rally was not really needed...