Despite underlying market divergence, large mega-cap tech stocks push the stock market upward. Read More
Recent Posts
![May 2024 Market Update: Stock Market Recovery & Economic Nuances](https://5121789.fs1.hubspotusercontent-na1.net/hub/5121789/hubfs/Featured%20Image%20May%202024.png?width=1080&name=Featured%20Image%20May%202024.png)
May 2024 Market Update: Stock Market Recovery & Economic Nuances
Financial Planning, Investment Consulting
The stock market recovered in May with a resurgence in tech stocks and broader market participation, yet inflation remains a persistent concern. Read More
![April 2024 Market Update: Stock Streak Sours](https://5121789.fs1.hubspotusercontent-na1.net/hub/5121789/hubfs/Featured%20Image%20Apr%202024.png?width=1080&name=Featured%20Image%20Apr%202024.png)
April 2024 Market Update: Stock Streak Sours
Financial Planning, Investment Consulting
The stock market reversed its trend in April due to inflation fears, the Fed's reluctance for monetary policy easing, and continued geopolitical tensions. Read More
![March 2024 Market Update: A Broadening Bull](https://5121789.fs1.hubspotusercontent-na1.net/hub/5121789/hubfs/Featured%20Image%20Mar%202024.png?width=1080&name=Featured%20Image%20Mar%202024.png)
March 2024 Market Update: A Broadening Bull
Financial Planning, Investment Consulting
March was another positive month for investors as the economy remained resilient to inflation and the broader markets excelled. Read More
![February 2024 Market Update: S&P 5000](https://5121789.fs1.hubspotusercontent-na1.net/hub/5121789/hubfs/Featured%20Image%20Feb%202024.png?width=1080&name=Featured%20Image%20Feb%202024.png)
February 2024 Market Update: S&P 5000
Financial Planning, Investment Consulting
The stock market's slow start in January accelerated in February as the S&P 500 surpassed the 5000 level for the first time. Read More
![January 2024 Market Update: Slow Start](https://5121789.fs1.hubspotusercontent-na1.net/hub/5121789/hubfs/Featured%20Image%20Jan%202024.png?width=1080&name=Featured%20Image%20Jan%202024.png)
January 2024 Market Update: Slow Start
Financial Planning, Investment Consulting
Despite economic data suggesting a "soft landing", 2024 is off to a shaky start as markets reacted to heightened geopolitical tensions and an anticipated delay in… Read More
![December 2023 Market Update: The Gift of Gains](https://5121789.fs1.hubspotusercontent-na1.net/hub/5121789/hubfs/SWM_MMU_FeatureImage_12-2023.jpg?width=1080&name=SWM_MMU_FeatureImage_12-2023.jpg)
December 2023 Market Update: The Gift of Gains
Financial Planning, Investment Consulting
The stock market extended its rally into December, posting 9 straight weeks of gains and closing out the year up 26.3%. Read More
![November 2023 Market Update: The Streak Continues](https://5121789.fs1.hubspotusercontent-na1.net/hub/5121789/hubfs/SWM_MMU_FeatureImage_11-2023-1.jpg?width=1080&name=SWM_MMU_FeatureImage_11-2023-1.jpg)
November 2023 Market Update: The Streak Continues
Financial Planning, Investment Consulting
Following a somber October, stocks posted five straight weeks of gains and data suggests inflation is abating by consequence of tight monetary policy. Read More
![October 2023 Market Update: More Tricks Than Treats](https://5121789.fs1.hubspotusercontent-na1.net/hub/5121789/hubfs/SWM_MMU_FeatureImage_10-2023.jpg?width=1080&name=SWM_MMU_FeatureImage_10-2023.jpg)
October 2023 Market Update: More Tricks Than Treats
Financial Planning, Investment Consulting
The global stock market continues to suffer, experiencing its first 3-month losing streak since March of 2020, and the commodity markets were shaken amid the… Read More
![September 2023 Market Update: Buzz Kill](https://5121789.fs1.hubspotusercontent-na1.net/hub/5121789/hubfs/SWM_MMU_FeatureImage_09-2023.jpg?width=1080&name=SWM_MMU_FeatureImage_09-2023.jpg)
September 2023 Market Update: Buzz Kill
Financial Planning, Investment Consulting
The pull back in August continued with a sobering September as the S&P 500 closed with its worst monthly performance in 2023 leading to a negative Q3. Read More