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
![Spotlight Series: Bonds](https://5121789.fs1.hubspotusercontent-na1.net/hub/5121789/hubfs/SWM%20Spotlight%20Series%20Template.png?width=1080&name=SWM%20Spotlight%20Series%20Template.png)
Spotlight Series: Bonds
Financial Planning, Investment Consulting
In our latest Spotlight Series feature, John Gullo gives insight into the particulars of bond investing. 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
![Investment Review for Third Quarter 2023](https://5121789.fs1.hubspotusercontent-na1.net/hub/5121789/hubfs/shutterstock_2066889386.jpg?width=1080&name=shutterstock_2066889386.jpg)
Investment Review for Third Quarter 2023
Financial Planning, Investment Consulting
John Gullo summarizes the top financial stories of Q3 in just five minutes. 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
![August 2023 Market Update: One Thing Led to Another](https://5121789.fs1.hubspotusercontent-na1.net/hub/5121789/hubfs/SWM_MMU_FeatureImage_08-2023.jpg?width=1080&name=SWM_MMU_FeatureImage_08-2023.jpg)
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
![Common Benchmark Indices: What are the key differences?](https://5121789.fs1.hubspotusercontent-na1.net/hub/5121789/hubfs/Benchmarking_Featured_Image.jpg?width=1080&name=Benchmarking_Featured_Image.jpg)
Common Benchmark Indices: What are the key differences?
Financial Planning, Investment Consulting
Explore the world of investing and the key differences between the Dow Jones, NASDAQ, S&P 500, and MSCI ACWI indices. Read More
![July 2023 Market Update: Hot Streak](https://5121789.fs1.hubspotusercontent-na1.net/hub/5121789/hubfs/SWM_MMU_FeatureImage_07-2023.jpg?width=1080&name=SWM_MMU_FeatureImage_07-2023.jpg)
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