3 Market Insights for Investors in Q2 2024

Apr 1, 2024 | Investing

2024 began with debates over a “soft” versus “hard” landing as the Fed attempted to stabilize the economy as well as over the sustainability of last year’s market rally. Only three months later, those concerns have given way to a calmer environment centered around...

What Fed Rate Cuts and Disinflation Mean for Long-Term Investors

Mar 19, 2024 | Investing

Markets continue to be driven by artificial intelligence stocks and the timing of the Fed’s first rate cut. Beyond the day-to-day swings, these drivers reflect important trends in innovation, productivity, and the health of the economy. They are also the result...

How Gold, Bitcoin and Market Breadth Impact Diversified Portfolios

Mar 11, 2024 | Investing, Markets

The stock market rally has briefly paused as investors weigh the timing of the first Fed rate cut this cycle. So far this year, the S&P 500 has achieved 16 new all-time highs amid steady economic growth, improving inflation, and the ongoing rally in tech stocks....

How Loss Aversion and the Sequence of Returns Impact Investors

Feb 14, 2024 | Financial Planning, Investing, Investment Planning, Retirement Income Planning, Risk Management

The S&P 500 index recently closed above 5,000 and set a new all-time high, less than three years after it first crossed the 4,000 mark. While some are understandably nervous any time the market is near record levels, investors also tend to grow more bullish as the...

Inflation is still one of the biggest risk factors we’re watching this year

Sep 2, 2023 | Investing

While inflation is still well below its 2022 peak, the data shows that the fight toward 2% still has pretty far to go. Annual inflation has stubbornly remained above 3%, and the December report shows another tick upward.1While market watchers are hoping the Federal...