Blog posts by Phil Frattali, CFA

Global markets sent mixed signals in February with domestic stocks showing varied returns, while foreign developed and emerging markets fared better. Read More

January was a positive but volatile month as markets reacted to Trump's return to the White House and major developments in Artificial Intelligence. Read More

The anticipated year-end rally failed to materialize as markets declined in December 2024, but the S&P 500 closed the year with a strong 25% annual gain. Read More

Following the U.S. Presidential Election, the U.S. markets rallied, with mid-cap and small-cap stocks posting notable gains and the S&P 500 closing up 6%. Read More

October 2024 saw global market declines, rising bond yields, mixed economic data, and U.S. election-driven volatility with potential policy shifts ahead. Read More

The global stock index climbed 2.3% in September, primarily driven by the Federal Reserve's larger-than-expected rate cut and China's economic stimulus package. Read More

After an early sell-off, global equities rebounded and the U.S. stock market finished up 2.4% in August, contributing to a 19.5% YTD return for the S&P 500. Read More

The market trends flipped in a volatile month as large growth stocks saw a decline in the month while small cap and large cap value stocks finished strong. Read More

Despite underlying market divergence, large mega-cap tech stocks push the stock market upward. Read More

The stock market recovered in May with a resurgence in tech stocks and broader market participation, yet inflation remains a persistent concern. Read More