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
Recent Posts
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
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
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
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
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
August 2023 Market Update: One Thing Led to Another
Financial Planning, Investment Consulting
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
July 2023 Market Update: Hot Streak
Financial Planning, Investment Consulting
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
June 2023 Market Update: Heating Up
Financial Planning, Investment Consulting
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
May 2023 Market Update: Meh May
Financial Planning, Investment Consulting
May's market performance came with good and bad as global stocks saw mixed performance and treasury yields rose while prices fell. In Phil Frattali's May Market… Read More