top of page
Insights
Jan 6
Market Commentary | January 2025
A Stellar 2024 and Optimism for 2025 The S&P 500 closed out 2024 with impressive gains of over 23%, while the Nasdaq, heavily weighted...
Dec 5, 2024
Market Commentary | December 2024
Market Up Sharply After Trump Win Post-election, US equity markets rose sharply as investors seem very enthusiastic about incoming...
Nov 1, 2024
Market Commentary | November 2024
Despite Election Outcome, the US Will Keep Thriving The news dominating most channels for the next week and beyond will be the elections....
Oct 1, 2024
Market Commentary | October 2024
Rate Cut Continues Market Momentum After a wobbly start, September delivered positive returns with all major US indices up for the month...
Sep 4, 2024
Market Commentary | September 2024
Market Powers Forward as Rate Cuts Expected The market has risen every month this summer, adding to the year’s already solid returns....
Aug 2, 2024
Market Commentary | August 2024
Markets in July More Volatile as Magnificent 7 Struggle During July, the S&P 500 was a bit more volatile than in past months despite...
Jul 2, 2024
Market Commentary | July 2024
Markets Continue Up on Strength of Magnificent Seven June rewarded many investors again with solid and relatively uneventful advances,...
Jun 4, 2024
Market Commentary | June 2024
Markets Set New Highs as Investor Embrace Risk Markets performed quite well in May with the S&P 500 climbing nearly five percentage...
May 6, 2024
Market Commentary | May 2024
US Markets Pullback on Fears of Interest Rates After a fantastic first quarter of 2024, the US stock market took a bit of a breather in...
Apr 3, 2024
Market Commentary | April 2024
Asset Values Have Been Heading Higher During March, seemingly all assets ranging from stocks to gold to even bitcoin set record highs....
Mar 4, 2024
Market Commentary | March 2024
Great February Driven by AI Enthusiasm February rewarded many investors with very strong results. Both the S&P 500 and the Nasdaq...
Feb 1, 2024
Market Commentary | February 2024
Markets Start Strong on Expectations of Soft Landing All three major indexes – the S&P 500, Dow, and Nasdaq – have enjoyed a great start...
Jan 3, 2024
Market Commentary | January 2024
Santa Claus Rally Rewards Many Investors Almost no one – including me – thought 2023 would be a great year for stocks, but the markets...
Dec 4, 2023
Market Commentary | December 2023
November Rewards Many Investors Markets have enjoyed a very strong November with the major indexes recording their best monthly...
Nov 2, 2023
Market Commentary | November 2023
Market Struggles Despite Strong Economic Growth The last few days of trading in October relieved some of the downward pressure on equity...
Oct 3, 2023
Market Commentary | October 2023
Market Struggles and Fed Holds Rates High September, historically the worst performing month of the year, played out true to its...
bottom of page