Market Memo | August 2024
August's market volatility, driven by tech stock concerns and economic uncertainty, has investors bracing for rate cuts and geopolitical risks ahead of election season.
Why Diversify?
Discover how the Tortoise and the Hare fable reveals the critical importance of diversification in building and preserving long-term wealth.
Market Memo | July 2024
Amid global focus on the Paris Olympic Games, July saw the S&P 500's positive returns for the third consecutive month, despite economic challenges and market volatility.
A Note on Market Volatility
Historically, March is known as the month that comes in like a lion and goes out like a lamb, but from a capital markets perspective, August of 2024 could certainly live up to that billing.
Is China’s Economic Miracle Over?
Remember when China was the growth engine of the world? For decades the question wasn’t if, but when the Chinese economy would surpass the US. But, is China's economic miracle over?
Rollover Rules
Thinking of rolling over your 401(k) or IRA? Discover the crucial IRS rules and deadlines you need to know to avoid hefty taxes and penalties.
Market Memo | June 2024
June kicked off summer with hot returns in the US stock market. The market's volatility is expected to increase as the US heads into election season, but will likely adjust as it has each election before.
Understanding the Shift to T+1 Settlement in U.S. Stock Markets: What It Means for Investors
Learn how the SEC's move to a T+1 settlement cycle impacts your investments, enhances market efficiency, reduces risk, and improves liquidity. Stay informed on the benefits and implications for your portfolio management and cash flow.
Market Memo | May 2024
April showers brought May flowers, but what should we expect as we head into the summer months from an investment standpoint?
Nothing to Fear… But Each Other?
The Magnificent Seven has been discussed extensively in investing circles. But what are the risks, particularly for the companies that have been leading the market to all-time highs?