Blog posts by Phil Frattali, CFA

March was another positive month for investors as the economy remained resilient to inflation and the broader markets excelled. Read More

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

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

The stock market extended its rally into December, posting 9 straight weeks of gains and closing out the year up 26.3%. Read More

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

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

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

The streak of positive months in the markets was dampened by a pull back in August. The S&P 500, foreign developed and emerging stock markets, and the bond market… Read More

The strong momentum in the markets continued in July as the S&P 500 closed higher for the fifth consecutive month and the DOW Jones Industrial Average boasted gains… Read More

As Apple set records as the first company to ever close above $3 trillion valuation, it's high valuation reflected a strong month for all major stock markets. In… Read More