Protected: Quarterly Rebalance Review
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April 2025 The first quarter saw investors transition from concerns that the economy might be growing too quickly to worries that uncertainty surrounding tariff policy might push the economy into recession. Stocks came under pressure during the first week of January as stronger than expected economic reports on January 7, and better than expected jobs...
January 2025 Stock market volatility continued during the fourth quarter, with investors balancing better than expected economic activity against the likelihood of fewer and smaller interest rate cuts by the Federal Reserve going forward. Stocks made steady gains during the first half of October on expectations of strong corporate earnings reports. While the majority of...
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October 1, 2024 Stock market volatility picked up during the third quarter, with investors rotating out of technology shares and into value and small capitalization stocks that were left behind when technology shares surged higher during the first half of the year. Conflicting reports on the state of the economy also contributed to the increase...
2024 Stock Market Performance thru July 12 The US stock market appears to be having a very strong year based on the returns of well-known indices such as the NASDAQ 100 and S&P 500. However, appearances can be misleading. Both indices are heavily concentrated in a small number of mega-cap stocks. The strong returns of...
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June 14, 2024 During April, an unexpected increase in the rate of inflation pressured both stock and long-term bond valuations. The S&P 500 declined approximately 5% and the yield on the bell weather 10-year Treasury rose from 4.2% to 4.7%. (Higher yields mean lower prices for bonds.) These losses were short lived. Stocks began...
March 29, 2024 US stocks rose steadily during the first quarter, with the S&P 500, NASDAQ, and Dow indices each setting, then repeatedly resetting record highs. Growth stocks led the charge during January and February, before relinquishing the lead to Value stocks in March. The stock market’s strength was impressive, given that multiple reports...