Market Performance Summary 3
Join us on Friday, May 24, at 10:00am for an information session on 529 College Savings Plan. Ask all your questions and find out if now is the time to open one for your grandchild.  What we will discuss about 529 plans: We will be going over the changes that make these 529 College Saving […]
Market Performance Summary
U.S. equity markets registered strong gains once again despite the Federal Reserve leaving interest rates unchanged in March. The unemployment rate reached the highest level in two years in February at 3.9% but is still historically low. The S&P 500 recorded a 10.6% first quarter gain, setting a record-closing high, as the U.S. economy remains resilient and ongoing enthusiasm around Artificial Intelligence continues. The “Magnificent Seven” which led last year’s gains have been reduced to the “Fab Four” as Apple Inc., Alphabet Inc., and Tesla Inc. posted disappointing quarters.
Market Performance Summary 1
We are having an informational session to explore long-term care insurance (LTCI) and its options in our office at 201 Arkona Court, West Palm Beach FL next Friday April 19, at 11:00 am. This is a little background for why this may be an important topic for you to know more about. If you’d like to attend in person, we welcome you, just please RSVP.
Market Performance Summary
Today there is an app for everything. Including for managing money, assets, and liabilities. According to a recent report published by The Zebra, eighty-five percent of young adults use at least one personal finance tool or app, with more than half foregoing the assistance of a human advisor. Fifty-four percent of 26-year-olds manage most or […]
Market Performance Summary
In this fourth-quarter summary, we review the key market highlights of the quarter, discussing factors that contributed to the performance of U.S. and international equities, fixed income, and commodities. Actions by the Federal Reserve to shift monetary policy late in the year along with the dramatic performance of the “Magnificent Seven” was the icing on the cake for 2023.
CFA Society 2023 Economic Outlook 5
As we step into the new year, it’s crucial for taxpayers and investors to be aware of the latest updates from the Internal Revenue Service (IRS).
CFA Society 2023 Economic Outlook
U.S. Equity Investment Environment U.S. equity markets saw consecutive declines in August and September as investors grappled with ongoing inflation, fear of a government shutdown, rising interest rates, and the potential for a “higher-for-longer” rate environment. The S&P 500 experienced a disappointing quarter falling 3.3%, though remains up 13.1% year to date due to the […]
Summary of Market Performance Q2 2023
U.S. EQUITY INVESTMENT ENVIRONMENT U.S. equity markets performed well in the second quarter and year-to-date, as Congress approved legislation to suspend the debt ceiling and the Federal Reserve opted for a “hawkish pause” at their last meeting. The NASDAQ led major averages higher in Q2 with its gain of 13.1% as the now memorialized “magnificent […]

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