U.S. Equity Investment Environment U.S. equity markets surged to record highs, fueled by lower bond yields, a constructive sector rotation and broader market participation, despite several bouts of volatility. With inflationary pressures easing, along with a softening labor market, the Federal Reserve commenced its long-awaited rate-cutting cycle with an aggressive 50bps cut. The unemployment rate […]
Category: Our Money Life
Summary of Market Performance Of Second Quarter Ended June 30, 2024
After a challenging start, U.S. equity markets continued their upward trajectory, despite concerns about persistent inflation and reduced expectations for the Federal Reserve to cut interest rates. In June, the unemployment rate rose to 4.1%, its highest level since October 2021, yet it remains historically low.
Understanding the Importance of Long-Term Care Insurance
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.
Summary of Market Performance Fourth Quarter Ended December 31, 2023
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.
Summary of Market Performance Fourth Quarter Ended December 31, 2022
U.S. Equity Investment Environment US equities ended the year with the worst performance since 2008. The S&P 500 was down 18.1% and the Nasdaq was lower by 33.1%. The Dow Jones Industrial Average and the S&P 500 rebounded 16.0% and 7.6%, respectively, during the fourth quarter while the Nasdaq declined by 0.8%, highlighting the vast […]