March 2025 Market Update
March 2025 Market Update March Update: Tariff Talk Dominates, Spring AheadHope you are doing well. Last month brought some warm inflation readings and continuing tariff talks, which contributed to potential economic uncertainty. That makes the start of the new month a...
February 2025 Market Update
February 2025 Market Update February Update: S&P 500 Rises, AI, PoliticsHoping 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...
January 2025 Market Update
JANUARY 2025 MARKET UPDATE January Update: Fed vs. inflationI 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....
December 2024 Market Update
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...
November 2024 Market Update
NOVEMBER 2024 MARKET UPDATE Mixed Data into November ElectionI 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 50-Basis-Point Rate Cut Boosts StocksI 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 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 Narrative shift, rate cut likelyHoping 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 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...
June 2024 Market Update
JUNE 2024 MARKET UPDATE S&P 500 Has Best May Since 2009 Hope all is well with you! Stock index investors were in command throughout May as the major stock indexes resumed their rallies after consolidating in April. With the major U.S. equity market indexes...