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Market 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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Market Update – November 25th, 2024

It was a relatively quiet week ahead of Thanksgiving, with U.S. stocks ending on a positive note despite mixed economic signals. The Conference Board’s Leading Economic Index continued its decline, pointing to potential recessionary risks, while existing-home sales saw their first annual increase since 2021, hinting at a possible market recovery. Labor market conditions remained steady, with initial claims showing slight improvement as investors await the next monthly jobs report.

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Market Update – November 18th, 2024

This week’s economic data reflected a resilient but uncertain U.S. economy. Stocks sold off as concerns grew that strong economic data might delay Federal Reserve rate cuts. Recession indicators remain mixed, with bullish signals from services and employment offset by bearish manufacturing and leading indicators.

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Market Update – November 11th, 2024

U.S. stocks reached new highs after the presidential election and a 25-basis point rate cut by the Federal Reserve. Donald Trump was declared president-elect after winning key swing states, and Republicans took control of the Senate. The Fed’s rate cut brought funds rate down. Meanwhile, the ISM Services Index showed strong growth in October, despite disruptions from Hurricane Helene.

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Post Election Market Rally

US stocks rallied sharply on Wednesday, reaching record highs following Donald Trump’s win in the 2024 presidential election. The outcome was determined sooner than anticipated, with Trump securing several key swing states and the race being called early this morning.

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Market Update – November 4th, 2024

Stocks wrapped up October on a negative note, as last week delivered a series of important economic data points. The October jobs report showed the slowest hiring pace since 2020…

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October: 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.

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Seven Mistakes That Can BREAK Your Budget in Retirement

Retirement is a time to enjoy the fruits of your labor, but even savvy investors can stumble into financial pitfalls that could derail their carefully laid plans.

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Navigating Election Uncertainty with Confidence

We understand the challenges that election periods can bring to your financial landscape. That’s why we’re not just advocating for calm and confidence but actively employing strategies tailored to safeguard your investments through times of uncertainty.

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Expenses Every Retiree Should Be Prepared For

As you approach retirement, the excitement of enjoying newfound freedom comes with the need for…

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