Quick Take: Stocks and bonds fell in December after the Federal Reserve projected fewer rate cuts in 2025 than markets had been expecting.[1] Equities finished a strong year with a whimper, as the S&P 500 fell 2.5% in December — the worst monthly loss since April. [2] This was just after stocks had just posted […]
When I think back to the founding of JSF 27 years ago, it’s impossible to not also think about the birth of my 1st daughter Alexa – who is now almost 26 years old. She and the firm grew up and experienced triumphs and obstacles alongside each other. Fast-forwarding to today, Alexa is preparing for […]
As part of our recognition of International Women’s Day, we reached out to a number of female clients seeking their stories, experiences, and words of advice about finance and financial planning. The response was overwhelming and filled with wisdom that we felt deserved saving and sharing with others. The result is this booklet, which captures […]
A Forward Look at Potential Tax Policy Changes
It is hard to believe that we’ve been dealing with the pandemic for an entire year. Just over a year ago, shelter-in-place orders went into effect in California—today, businesses are starting to reopen their doors and traffic is returning. By the end of February, over 239 million COVID-19 vaccines had been administered worldwide and President […]
The last week of January brought volatility to equity markets to close out the month, delivering their worst performing week since October. GameStop, which we’ve talked about previously, presented an interesting source of news and confusion for investors, while concerns about the vaccine rollout and economic data somewhat tempered sentiment.
The West Hits Back With Sanctions In our recent market update, we covered the initial fallout from Russia’s war on Ukraine. After the threat of a full-blown invasion became a reality, the West moved quickly to impose sanctions on Russia. Key measures included curbing Russia Central Bank’s ability to access their $600 billion reserves and […]
Markets Surge Past Uncertainty November brought a new surge in COVID-19 caseloads and the possibility of further government shutdowns (at this writing, on December 3rd, a new stay-at-home order went into effect in California).1
The Multitude of Highs and Lows As of this writing, the election is on the verge of being called. However, despite the ongoing uncertainty, the markets have surged in recent days. Taking a step back, the S&P 500 fell for a second straight month in October, paring back more of the year’s gains. Major contributors […]
A Bump in Volatility and Questions Ahead Stocks moved lower in September as a five-month market winning streak came to an end. The downturn was led by a selloff in technology stocks, which have paced the S&P 500’s recent recovery from its March 2020 low.
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