Please note – I am traveling this week so the article below was written in advance. I know there have been many market moving events this week. I will cover those (and more) next Friday. In the meantime, enjoy this post and stay well. During a recent interview, JP Morgan Chase CEO Jamie Dimon was […]

Phew. For a shortened trading week, there sure has been a lot of news as the new administration arrived in Washington. There has been no shortage of coverage on those topics so I’m going to talk about something else this week that plays a pretty important role in investing and markets – sentiment. Sentiment is […]

Despite my sincere hope we would be talking about something else in 2025, inflation was back in focus this week. And after a volatile start to 2025, markets viewed the inflation data as a reason to “smile.” Let’s take a look at what these reports told us – and what they may mean for markets […]

Happy new year! I hope that you had a wonderful holiday season and are excited for the year ahead. 2024 was an exceptional year for markets and investors. As you review your year-end statements, you should undoubtedly be pleased with the progress you have made towards your longer-run financial goals. The broader US equity market […]

Just when we thought we’d get a quiet end to the year, the Federal Reserve held their last rate announcement this week. While the rate announcement was in line with expectations (another 0.25% rate cut was confirmed, taking the current range to 4.25-4.5%), the commentary in Jerome Powell’s press conference and the data accompanying the […]

With 19 days left in the year as I write this, it’s safe to say that we will be saying goodbye to 2024 in no time at all. As we start to look ahead, it’s fair to wonder what the new year will bring. Will we be concerned with the same things that held our […]

I’ve written about life insurance in the past (you can one such post here). It’s a subject that comes up quite often with clients as it is yet another example of a financial topic that can be rather confusing and challenging to navigate on your own. This past week, I talked with two clients about […]

And just like like, we are in the final weeks of 2024. Welcome December! It’s been a monumental year on many levels and for investors, it has been a year unlike any other. As of today, the three US equity indexes (DJIA, S&P 500, and NASDAQ) sit near record highs after rising 19.4%, 29.2%, and […]

I told someone this week that the days feel more like minutes as of late – time is just going by so quickly. I am sure you can relate so it may surprise you as well to know there are just 42 days left in 2024 (as of the date this is being published). With […]

If you’ve been an investor for one month, one year, or multiple decades, you undoubtedly know that investment decisions are never made up of one single factor. Instead, it’s more reminiscent of a puzzle, with various pieces of disparate sizes coming together to formulate an image. As I look out on the final weeks of […]