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
Recent Posts

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

April 2023 Market Update: Yield at the Turn
Financial Planning, Investment Consulting
Phil Frattali's April Market Update recaps the month's movements in stock & bond performance, economic growth, and notable headline economic events. Read More

March 2023 Market Update: Busted Brackets and Banks
Financial Planning, Investment Consulting
Phil Frattali's March Market Update recaps the month's movements in rates, the economy, stock markets, and more . Read More

February 2023 Market Update: No Love
Financial Planning, Investment Consulting
Read Phil Frattali’s analysis of February returns in the latest Monthly Market Update. Read More

January 2023 Market Update: Livin' on a Prayer
Financial Planning, Investment Consulting
Read Phil Frattali’s complete take on the start of the new year in the latest Monthly Market Update. Read More

December 2022 Market Update
Financial Planning, Investment Consulting
The end of December marks the close of a rough month and year for the markets. Phil Frattali explains why there was nowhere to hide as volatility rocked stocks,… Read More

November 2022 Market Update
Financial Planning, Investment Consulting
November posted market gains for the second month in a row. Phil Frattali reveals what's fueling the momentum in the November 2022 Market Update. Read More

October 2022 Market Update
Financial Planning, Investment Consulting
October markets saw the first gains in two months despite continued headwinds. Read Phil Frattali's analysis in the October 2022 Market Update. Read More

Perceptions Versus Reality in an Economic Downturn
Financial Planning, Investment Consulting
Phil Fratttali and John Gullo sit down to discuss inflation, the markets, and the global economic outlook. Read More