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Financial Resources & News

Monthly Market Update (July 2023): 3 Things You Need to Know

Risk assets continued to rally, benefiting from increased confidence of a ‘soft landing’, decent corporate earnings, and bullish investor sentiment. Here are 3 things you need to know: The S&P 500 gained 19.5% through July for its best performance since 1997 and the Nasdaq surged 37.1% for its best showing since 1975. Both indexes have posted gains for five consecutive months. In July, the...

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Monthly Market Update (April 2023): 3 Things You Need to Know

Wall Street closed out a winning April after more companies said their profits at the start of the year weren’t as bad as expected. Here are 3 things you need to know: US real GDP rose 1.1% annualized in the first quarter, 0.8% below consensus expectations. While below expectations on the surface, a deeper look reveals a degree of underlying resiliency. Much of the slowdown can be attributed to...

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Monthly Market Update (June): 3 Things You Need to Know

The first half of the year was difficult for investors as the Federal Reserve (the “Fed”) began an aggressive tightening cycle to fight inflation sitting at 40-year highs and risk-off sentiment pervaded. Here are 3 things you need to know: The S&P 500 index dropped 20.6%, marking its worst first half of a year since 1970.Bonds, as measured by the U.S. Aggregate Index, had their worst first...

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Monthly Market Update (January): 3 Things You Need to Know

Fed predictions, Omicron, geopolitical tensions, oh my! This year’s stock market weakness culminated with some of the sharpest intraday swings since the start of the pandemic. However, the stock market is forward looking, and investors may have already priced in this information. Here are 3 things you need to know: A sell-off among leading tech stocks contributed to a 9% decline for the Nasdaq...

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Monthly Market Update: 3 Things You Need to Know

September marked a much weaker month for financial markets. Here are 3 things you need to know: Inflation moderated across a few major categories that have been the most impacted by supply chain shortages and pent-up consumer demand, such as used cars, airlines and hotels. However, energy prices surged during the month with WTI oil increasing +9.5% for the month.Expiring extended federal...

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The Economy is Tapering Ahead of the Fed

Source: J.P. Morgan Asset Management, Guide to the Market By:  Thomas Steffanci, PhD, Senior Portfolio Manager The July minutes of the Federal Reserve’s (the “Fed”) latest policy meeting were released on August 18th to the hue and cry of Wall Street pundits about the Fed making plans to pull back the pace of their monthly bond purchases before the end of the year. The ongoing assumption has been...

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Inflation is always and everywhere a monetary phenomenon

By:  Michael Allbee, CFP® Principal| Senior Portfolio Manager The past few months saw some eye-popping inflation readings after subdued inflation prints last year due to COVID. The Core Consumer Price Index (“CPI”), which excludes the volatile energy and food categories, rose 0.9% in June after increasing 0.7% in May and 0.9% in April, bringing the year-over-year reading to 4.5%. Headline...

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Monthly Economic Summary

Last month was very good for the markets and below is the economic summary for April.  As always, if you have any questions or want to discuss more in-depth do not hesitate to give us a call! Sources: Sources: J.P. Morgan Asset Management – Economic Update; Bureau of Economic Analysis (www.bea.gov); Bureau of Labor Statistics (www.bls.gov); Federal Open Market Committee...

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Monthly Economic Summary

As we enter April, we are still seeing the markets reach new highs. Below is a summary of the important economic data over the last month: Sources: Sources: J.P. Morgan Asset Management – Economic Update; Bureau of Economic Analysis (www.bea.gov); Bureau of Labor Statistics (www.bls.gov); Federal Open Market Committee (www.federalreserve.gov)Indices:The Barclays Aggregate Bond Index is...

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Monthly Economic Summary

We know trying to keep up with everything going on in the market is difficult. We do this full time with several experienced professionals to help make sure we can get as much information as possible to help us try and make the best investment decisions for our clients. Below is a monthly summary we will be doing going forward to help you track some of the most important data points in one...

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President Trump’s Executive Order and How They May Impact You

Fiscal legislation stalled last week and with the current stimulus expiring President Trump this weekend signed new executive orders to provide temporary relief and hopefully help break the current gridlock in Washington. There are four key areas that we will take a closer look at: 1. Extend Unemployment Insurance – The $600 in additional weekly unemployment benefits under the CARES Act expired...

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