Financial Update: Week of January 6, 2024 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 …
OpenAI, Yields & Volatile Santa
Financial Update: Week of December 30, 2024 Since we are in the last trading week and days of 2024, now is a good time to keep you updated on the latest developments. Overall, major U.S. equity indexes traded quietly during …
Holiday Volatility, Fed Rate Cut
Financial Update: Week of December 23, 2024 Major U.S. stock indexes fell last week courtesy of a Fed that delivered a 25-basis-point rate cut but projected only two rate cuts in 2025. Initially, markets reacted negatively, but …
Inflation Percolation, Fed on Deck
Financial Update: Week of December 16, 2024 Major U.S. equity indexes traded in a mixed fashion last week as investors interpreted fresh November consumer and wholesale pricing inflation data. Strength was featured in tech last …
Labor Goldilocks and S&P 500 Record
Financial Update: Week of December 9, 2024 Major U.S. equity indexes traded mixed, yet mostly higher last week courtesy of a “just right” monthly employment report, with tech leading the way throughout December's first week of …
Monthly check-in: Holidays & S&P 500 Positive Days
Financial Update: Week of December 2, 2024 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 …
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Weekly Check-In: Long-Term Investors Are Thankful
Financial Update: Week of November 25, 2024 I hope your holiday week is off to a great start! Last week was positive for major U.S. stock indexes, a stark contrast to the previous week. What were investors thinking last …
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Weekly Check-in: Inflation Interpretation, Rate Cut?
Financial Update: Week of November 18, 2024 Hope all is well with you. Major U.S. stock indexes digested monthly inflation data last week, and market participants reacted to comments made by Fed Chair Powell. There was plenty …
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