Archive for December 2024
December: Bulls and Bears
October was a mixed month for markets, but our market cycle assessment remained bullish. Despite this reading, we maintain concerns that the market may be cooling from a bullish run.
Read MoreMarket Update – December 9th, 2024
Stocks had a strong week, with the S&P 500 and Nasdaq Composite reaching new all-time highs, driven by a November employment report that exceeded expectations.
Read MoreImportant Retirement Milestones
Navigating Your Financial Milestones: Key Ages to Know for Retirement Planning Retirement planning is more than just saving money—it’s understanding the opportunities and decisions that come with each stage of…
Read MoreUnderstanding Tariffs
We understand that many people are concerned about the potential impact of proposed tariffs and how they might affect their financial goals. In response, we’ve prepared a brief paper outlining…
Read MoreMarket Update – December 2nd, 2024
The holiday week brought important data, including October’s PCE inflation at 2.3% annually and core inflation at 2.8%, which could influence the Fed’s December decision.
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