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?
Debunked: The US Presidential Election Significantly Impacts Stock Market Outcomes
While elections can certainly be an emotional time, they are not the time to make drastic investment decisions based solely on election outcomes.
Market Memo | April 2024
Spring is certainly in the air for investors. The index finished up for the month, and while the pace of this growth is likely unsustainable, there are reasons to be optimistic that the returns can continue to stay positive for the remainder of the year.
When Order Matters
Effective investment strategies tailored to various life stages help ensure you mitigate the impact of sequence-of-returns risk. Safeguard your portfolio and financial well-being effectively during the transition from wealth accumulation to retirement.
Market Memo | March 2024
For the month of February, Cupid’s arrow certainly wasn’t needed to help investors fall in love with the stock market. There are a variety of factors pushing the US stock market higher, including growing GDP, low employment, and an uptick in manufacturing to name a few.
Market Memo | February 2024
With the geopolitical tensions in the world and an upcoming election, the market continues to be influenced by rate cut expectations more than anything else.
How the Oil Market Affects Us Every Day | Central Trust
Oil makes the world go around, or at least helps vehicles that go around the world. The oil market has always been as volatile as it has been important to economies across the globe.