A Bumpy 4th Quarter Still Ends the Year on a High Note In the classic 1950 film All About Eve, Bette Davis’s character says, “Fasten your seatbelts. It’s going to be a bumpy night.”1 That quote would have been good advice for investors in the fourth quarter of 2024. With
Don’t Be Surprised by the Inevitable Down Days “The only sure things in life,” the saying goes, “are death and taxes.” If you’re invested in the stock market, you can add one more item to that list—volatility. This past quarter was a prime example. It ended with a new peak
When Winning Doesn’t Mean You Always Come in First Presented by Mark K. Lund Nothing puts a chill on the mood of investors like the specter of inflation. Not only does it dampen demand for goods and services as consumers rein in spending, but it also tends to create a
After Unexpected Gains, Should We Automatically Expect Heavy Losses? Presented by Mark K. Lund, Financial Advisor The market in the first quarter of 2024 defied the expectations of the leading indicators (and conventional wisdom) to continue its upward path. Howard Silverblatt, writing for the S&P Dow Jones Indices report, put
After Unexpected Gains, Should We Automatically Expect Heavy Losses? Presented by Mark K. Lund, Financial Advisor The market in the first quarter of 2024 defied the expectations of the leading indicators (and conventional wisdom) to continue its upward path. Howard Silverblatt, writing for the S&P Dow Jones Indices report, put
The Long-Term Cost of Reacting to Short-Term Volatility In the Canadian province of Nova Scotia, which is 80% dense forest and where hikers routinely get lost, schoolchildren are taught to “hug a tree and survive.”1 This isn’t because a tree can offer you warmth or companionship while you’re alone in
Knowing What to Do Makes Less Room for Worry One of the clever dramatic devices you’ll find in Shakespeare is the letterdelivered-on-stage. As the recipient reads it aloud, the audience experiences all the emotions of the scene it’s describing just as if they had seen it happen. Of course, this
Recessions Are Hard To Call, But We Know What Comes After In the movie Being There, Peter Sellers plays a simple-minded gardener called Chauncey who is accidentally swept up into a circle of high influence in Washington, D.C. Everyone he meets mistakes his blank expression for an intent interest in
First Quarter 2023 Growth Report – Presented by Mark K. Lund When Staying Calm Seems Like a Contrarian Course of Action The behavior of the market over the first quarter of 2023 shows, among other things, just how much the major indexes ignore the calendar. With a volatile 2022 behind
Every January, it’s typical to reflect on market data from the year past. You’ll see the results in your own quarterly reports, as well as across the usual flurry of broad market analyses. Even when the numbers aren’t what we’d prefer—which has certainly been the case for 2022—we look at
Well, it’s official. Third quarter has ended in bear market territory across multiple markets. To place that news in meaningful context, we pose two questions: 1. In better times, had you boldly “pre-decided” what you would and would not do during the next bear market? “Great investment experiences treat most
Welcome to the second half of 2022. What’s up next? As always, your guess is as good as ours. If anything, the past quarter has demonstrated how even familiar shores can shape-shift on us with each tide. Following are a few of the ways in which the financial landscape has
And just like that, two years have passed since spring 2020. Two years since none of us had a clue how long COVID would linger … or how quickly today would arrive. Time can confound us that way, magically managing to crawl and fly at the same time. Capital markets
THE WEEK ON WALL STREET Stocks spent last week digesting the sharp gains of previous weeks as investors assessed a tightening yield curve, the war in Ukraine, and an uncertain outlook for economic growth and inflation. The Dow Jones Industrial Average slipped 0.12%, while the Standard & Poor’s 500
Delegating responsibilities to others may lead to problems down the road. When you are putting together a household, it isn’t unusual to delegate responsibilities. One spouse or partner may take on the laundry, while another takes on the shopping. You might also decide which one of you vacuums and which
THE WEEK ON WALL STREET With growing confidence in the economy’s resilience, stocks posted another week of solid gains. The Dow Jones Industrial Average rose 0.31%, while the Standard & Poor’s 500 advanced 1.79%. The Nasdaq Composite index picked up 1.98% for the week. The MSCI EAFE index, which tracks
THE WEEK ON WALL STREET With the Fed embarking on a new course of monetary tightening amid continued fighting in Ukraine, stocks staged a powerful, broad-based rally last week. The Dow Jones Industrial Average jumped 5.49%, while the Standard & Poor’s 500 gained 6.16%. The Nasdaq Composite index soared
THE WEEK ON WALL STREET Intensifying hostilities in Ukraine continued to unsettle markets, as investors grappled with the war’s impact on the global economies. The Dow Jones Industrial Average lost 1.99%, while the Standard & Poor’s 500 dropped 2.88%. The Nasdaq Composite index fell 3.53% for the week. The
THE WEEK ON WALL STREET Investors rode a rollercoaster of emotions as rising hostilities at the Russian-Ukrainian border sent stocks sharply lower before a powerful late-week rally erased early losses. The Dow Jones Industrial Average was flat (-0.06%), while the Standard & Poor’s 500 edged higher by 0.82%. The
THE WEEK ON WALL STREET A hot inflation print and the growing concern of a Russian invasion of Ukraine sent stocks tumbling late in the week, leaving major indices lower for the five-trading days. The Dow Jones Industrial Average skidded 1.00%, while the Standard & Poor’s 500 retreated 1.82%.
THE WEEK ON WALL STREET Stocks managed to gain ground last week as investors turned their focus to corporate earnings. The Dow Jones Industrial Average rose 1.05%, while the Standard & Poor’s 500 gained 1.55%. The Nasdaq Composite index picked up 2.38% for the week. The MSCI EAFE index,
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