Protected: Quarterly Rebalance Review
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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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December 14, 2023 Stronger than expected job growth and a sharp escalation in Mideast tensions pressured both stocks and long-term bonds in October. During November, smaller than expected increases in many price indexes raised expectations that the Fed might be ready to cut interest rates in 2024. This triggered rallies in both stocks and...