ConsultingFinancial AdvisorInvestmentOctober 13, 2026by Peter Jankovskis
Protected: Quarterly Rebalance Review
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October 2026 During the third quarter, US stocks alternated between gains and losses as investors balanced strong corporate earnings against concerns about rising bond yields and oil prices. July began with semi-conductor stocks leading a stock market rally. By the close on July 10, the S&P 500 was up more than 1% for the month...
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July 2026 US stock prices surged during the second quarter, largely due to declining oil prices and strong corporate earnings. April began with stocks rising relentlessly on hopes for a ceasefire between the US and Iran that might reopen the Strait of Hormuz. These hopes were realized on April 8 when President Trump announced a...
ConsultingFinancial AdvisorInvestmentApril 14, 2026by Peter Jankovskis
Protected: Quarterly Rebalance Review
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April 2026 US stock prices declined during the first quarter, largely due to geo-political issues. January began with stocks trending higher. The news that the US had ousted Venezuelan President Maduro triggered a sharp rally in Energy stocks on January 5. On January 6, the rally spread to other sectors that might benefit from rebuilding...
ConsultingFinancial AdvisorInvestmentJanuary 14, 2026by Peter Jankovskis
Protected: Quarterly Rebalance Review
There is no excerpt because this is a protected post.
January 2026 US stock prices continued to rise during the fourth quarter, though gains were smaller and prices were more volatile than the prior quarter. The quarter began with stocks trending higher. This trend reversed on October 10 with the S&P 500 dropping 2.7% following comments from President Trump that he was considering imposing 100%...
The US stock market’s concentration in a few richly valued stocks has raised concerns that the stock market may tumble. While we agree that the overall market could decline sharply, a number of factors suggest that balanced well-diversified portfolios will out perform the US stock market. Morningstar recently posted an article[1] examining...
Key Drivers of 2025 Performance Artificial Intelligence (AI) – AI stocks were the main driver of US stock market returns during 2025 with Alphabet gaining more than 60% and chip maker NVDIA gaining more than 30%. However, they did come under pressure several times during the year. In January, Chinese company DeepSeek announced that it had succeeded...
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