Peek Behind The Curtain

Peek Behind The Curtain

As we kick off 2024, it’s likely going to be another interesting year – elections, geopolitical issues, and investment trends. I’d like to spend the balance of this focusing on the latter, as technology has led the way over the last four months.  There are two...
Weekly Market Update – January 26, 2024

Weekly Market Update – January 26, 2024

Quick Takes After starting on a down note in the first week of the year, U.S. stocks have rallied for three straight weeks, propelling the S&P 500 Index up another +1.0% to yet more all-time highs. The tech-heavy Nasdaq Composite was up +0.9%, and the small cap...
Weekly Market Update – January 26, 2024

Weekly Market Update – January 19, 2024

Quick Takes After starting on a down note in the first week of the year, U.S. stocks rallied for a second straight week, propelling the S&P 500 Index up +1.2% to a new all-time high. The tech-heavy Nasdaq Composite was up +2.3%, but small caps lagged again as the...
Weekly Market Update – January 26, 2024

Weekly Market Update – January 12, 2024

Quick Takes After starting on a down note in the first week of the year, U.S. stocks and bonds rebounded in the second. The S&P 500 Index was up +1.8% while the tech-heavy Nasdaq Composite was up +3.1%. However, small caps lagged, with the Russell 2000 Index...
Monthly Market Update – December 2023

Monthly Market Update – December 2023

Key Points Risk Matters Virtually all asset classes were up for the month, quarter, and year ending Dec. 31, 2023. Yet most are still negative on a two-year basis because of a basic principle that shapes investing: market returns are not symmetrical. It’s not very...
Weekly Market Update – January 26, 2024

Weekly Market Update – January 05, 2024

Quick Takes Stocks and bonds started the new year on a down note. The S&P 500 Index was off -1.5% in the first week of 2024, while the Bloomberg U.S. Aggregate Bond Index fell -1.2%. The losses extended overseas, with the MSCI EAFE Index losing -1.3% and the...