Curious how the 2024 election will affect the stock market?How are you feeling about this year’s elections?If the thought of it makes your heart beat faster––you’re not alone.Most United States residents across party lines experience major stress around presidential elections.1And recently, that stress has skyrocketed.In… Read More
Market Rollercoaster
The S&P 500 broke the 5,000 level recently for the first time in history as investors embraced euphoria and rallied.1 And then tumbled as investors got jittery.2 Then yo-yo’d a bit more. What’s going on? Let’s talk about investor psychology.… Read More
Markets finished the year strong, with positive returns across most major asset classes in December. Investors reactedpositively to the Federal Reserve’s dovish comments regarding monetary policy, with interest rate cuts potentially comingsooner in 2024 rather than later.
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After a brutal 2022, investors were delighted in 2023 as markets were driven higher by a stronger-than-expected economy, falling inflation, and light at the end of the tunnel with respect to the Federal Reserve’s interest rate hiking cycle.
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2023 stands in sharp contrast to 2022. In 2022, stocks and bonds declined by double digits. Investor sentiment suggested more of the same for 2023.
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Make your annual review more efficient and productive to improve next year
When you work with a financial advisor, then you know how important the year-end review is to the financial planning process. And given that you should be scheduling your year-end review this month, let’s review how you can best prepare.… Read More
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Tips to help you find your financial planner and financial planning firm
The financial planner and financial planning firm you pick to manage your assets and advise you on key financial decisions affects your retirement and other major financial goals more, maybe, than even you.… Read More
The Financial QuarterlyHow Did Markets Perform Last Quarter?S&P 500-3.7%The broader U.S. market lost ground in a weak third quarter as investors ran out of good vibes.1NASDAQ-4.1%The tech-focused NASDAQ dropped in Q3 as macroeconomic worries eroded investor confidence.1DOW 30-2.6%The blue-chip Dow also fell on macroeconomic worries but held up better against its counterparts.1Looking AheadWhat Factors May Influence Markets in the Months to Come?Let’s… Read More
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What are your top three financial goals?
How do you think your goals could change after doing one simple exercise?
Any of us can answer that first question pretty easily. We can spit out a few generic goals off the top of our heads.… Read More
Once again, the dysfunction in Congress could lead to a government shutdown if a deal is not reached by September 30, 2023. For many, this may be confusing, as we just went through another debacle earlier this year.
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