September Review – The long-awaited rate cuts begin
Monthly Update – October 2024
read more
Categories
Monthly Investment Updates
Monthly Update – September 2024
August Review – The return of volatility
August started off with a bang, as concerns over the health of the US economy and the unwinding of the Yen carry trade triggered volatile swings in the markets.
Monthly Update – August 2024
July Review – Cooler Inflation Triggers a Massive Rotation into Small Cap Stocks
On July 10, the Bureau of Labor Statistics reported that consumer inflation came in below expectations for the month of June.
Monthly Update – July 2024
June review – A political narrative ends while an economic narrative continues
Regardless of your politics, the June Presidential debate was not America’s finest hour.
Monthly Update – June 2024
May review – Interest rates are driving the stock market again
Monthly Update – May 2024
April review – Facing reality
Monthly Update – April 2024
March review – What are we waiting for?
Monthly Update – March 2024
February review –The soft landing takes the stage
Monthly Update – January 2024
Hold that thought
Monthly Update – December 2023
Soft landings and the Mona Lisa
Past performance may not be representative of future results. All investments are subject to loss. Forecasts regarding the market or economy are subject to a wide range of possible outcomes. The views presented in this market update may prove to be inaccurate for a variety of factors. These views are as of the date listed above and are subject to change based on changes in fundamental economic or market-related data. Please contact your Financial Advisor in order to complete an updated risk assessment to ensure that your investment allocation is appropriate.