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The Blog

Weekly insights on the markets, economy, and financial planning

May 2024 - A monthly recap of the markets and economy in 2024. Rising treasury yields cause stocks & bonds to trade lower.

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Recent Articles

Headlines that reinforced a slower growth environment were persistent this week, but just as persistent - or resilient we should say - was the stock market.
In a year like this, when everything seems to be going south, it's tempting to want to get out of the market completely.
We've enclosed our 2nd Quarter 2022 Newsletter where we share our insights on the markets, economy, investing, and financial planning. 
The stock market endured another volatile week that began with three days of selling and ended with a rebound that lifted the S&P 500 off its lowest level in nearly four weeks.
Please find enclosed our quarterly market review and commentary for the 2nd quarter of 2022. We hope you find it helpful.
June is elder abuse awareness month, and I recently watched a presentation from Schwab’s fraud & risk management team on the growing trend of scams against the elderly.
Friday's session put a punctuation point on a comeback week for the stock market. It was a short week, but it was long on big gains for the major indices.
The question at the forefront of many investors' minds is whether the economy can achieve a so-called "soft landing" in the face of high inflation, rising interest rates, Fed rate hikes, geopolitical conflicts, and other challenges.
Central banks were at the center of this week's trading action, and judging by the stock market's weakness, the central banks were anything but supportive.
As I wrote earlier this week, the S&P 500 has officially fallen to bear market levels. Rapid inflation across the economy has affected consumers and businesses, raising questions about spending and corporate profits.

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