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 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 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 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 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 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...

MAY 2024 MARKET UPDATE Earnings, Sticky Inflation Fuel MarketsHope 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 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 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  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...