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.
As the markets and the economy change, it is important to know how they will impact your investments and how our team can help protect your portfolio.
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.
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.
Explore the transformative impact of Artificial Intelligence (AI) on investing and how it can be a valuable tool for informed decision-making.
November gave investors reasons to give thanks. Now they are left wondering if Santa came early this year, or if there are gifts still to be delivered.
October provided mostly tricks, with a hint of treats toward the close of the month. Twice during the month, the 10-year Treasury bond reached or exceeded 5%, a rate that has not been seen since 2007.
AI has become a disruptive force in the economy, raising questions about its impact on society. While AI has shown great promise in boosting stock returns, it also poses challenges concerning job losses, disinformation, and ethical considerations.
Fall is in the air, and the US stock market has taken its cue, with the S&P 500 index posting the worst month this year, falling 4.77%. Bonds were not much better, falling 2.54% for the month.
In the heat of summer, returns across both stocks and bonds were decidedly cold. The main driver of underperformance for the month was expectations of the future path of interest rates.
Generate income for your portfolio by utilizing effective portfolio income methods like Tax-Loss Harvesting and Covered Call Writing. Learn how these methods work and how to implement them to optimize your earning potential.
While it is perfectly natural to have a range of feelings during volatile market conditions, it is important that you don’t let fear of the market lead you to the biggest risk of all – not reaching your long-term financial goals.