Quick Take: Stocks closed in on bear market territory before staging a comeback following temporary relief from sweeping global tariffs. Bonds ended a see-saw month with gains. After the administration unveiled tariffs against trade partners around the world on April 2nd, stocks sank, with the S&P 500 dropping more than 11% for the month, down […]
Quick Take: Stocks continued a selloff in March as tariff uncertainty gripped markets and growth concerns pushed bond yields lower (prices higher). [1] [2] Bonds were a standout performer in the first quarter, while stocks finished a dismal quarter with both the S&P 500 and Nasdaq posting their worst monthly falls in over two years.[3] […]
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 […]
Quick Take: Post-election optimism led stocks to hit record highs to close November, while Treasury bond yields ultimately settled lower (prices up) after some volatility. [1],[2] Stocks surged in November, posting their largest monthly gains of the year, as the removal of election uncertainty set off a powerful market rally.[3] The euphoria sent the S&P 500 […]
Quick Take: Stocks erased early gains in October to finish lower on the month amid tech weakness.[1] Bond yields surged (prices went lower) following strong economic data. [2] Stocks lost ground in October, with the S&P 500 declining 1% to snap a five-month winning streak in equities.[3] October was shaping up to be another positive […]
Quick Take: As the Fed delivered a surprising 50bps rate cut, stocks reached new heights again while bonds rallied.[1] Expectations headed into September for market returns were somewhat low, in part because of historical seasonal underperformance.[2] Just a week before the September meeting, investors overwhelmingly expected the Federal Reserve (the Fed) to cut rates by […]
Quick Take: Stocks overcame early volatility in the month to notch a fourth consecutive month of gains.[1] Bonds advanced after the Federal Reserve Chairman Powell endorsed imminent rate cuts. [2] US stocks made modest gains in August, after a volatile month saw a series of positive economic data reports override concerns over the […]
Quick Take: Stocks and bonds continued their upward trend in June, bolstered by mega technology companies and continued signs of cooling inflationary pressure.[1] Disappointing earnings led to a tech selloff in July, while the market now expects the first rate cuts in September.[2],[3] The summer kicked off in high gear, setting records. The US stock […]
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 […]
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.
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