Chart of the Month: Market Volatility is the Price of Admission for Investing

The equity market’s rise continued into early July, and the index set a new all-time closing high on July 16th, before some turbulence.
The Carry Trade & Market Fragility

In addition to economic and fundamental factors, market technicals may have also worsened the recent pullback, with investors focused on the unwinding of the Japanese carry trade.
Last Week on Wall Street: The Sell-Off and Comeback [Aug. 12-24] – Video

Monday was the worst day for the S&P 500 and the Dow in two years. As recession talk grew louder, investors took a “risk off” position.
Market Meltdown: Explained

The market meltdown that occurred just a few days ago seems like a distant memory now. Now for the Cliffs Notes version of what occurred.
Monthly Market Update: The Stock Market Experienced a Big Rotation in July

Investors moved from large-cap stocks into small caps, with the Russell 2000 outperforming the S&P 500 by over +9%.
Special Briefing: Market Sell-Off

Please join me for a discussion of the recent stock market sell-off, where we offer insights, analysis, and historical perspective to keep you informed.
What the Summer Market Rotation Means for You

The market rotation from large caps, especially technology and artificial intelligence stocks, and into other areas such as small caps, has driven market uncertainty higher.
Last Week on Wall Street: Earnings Miss! [July 29-2024] – Video

Stocks had a mixed, see-saw week as disappointing corporate earnings reports unsettled investors who appeared to rotate away from some leading groups in favor of other names.
Election, Rotation, and IT Outage

Election, Rotation, and IT Outage… Oh My. A lot has happened recently. What could all this mean for investors? Let’s discuss.
Chart of the Month: Can the S&P 500 Maintain Its 2024 Momentum?

By the end of June, the S&P 500’s +15% return ranked as the 16th strongest first-half return since 1931, can it continue?
Last Week on Wall Street: Sector Rotation [July 22-2024] – Video

Stocks were under pressure last week as investors appeared to rotate out of mega-cap tech stocks and into areas that may benefit from lower interest rates.
Performance is Broadening Beyond Large-Cap Growth

There are now signs that stock market performance is broadening beyond large cap-growth into other styles and sectors.
Quarterly Webinar: Q3 2024 Market and Economic Themes

Please join our Chief Investment Officer, Mike Minter, for a quarterly webinar (pre-recorded below) where we discuss ten relevant market and economic themes heading into the 3rd quarter of 2024.
Last Week on Wall Street: The Dow Breaks Out [July 15-2024] – Video

Stocks advanced last week as market leadership shifted amid fresh inflation data and quarterly corporate reports starting to roll in.
Dangers of FOMO

Dangers of FOMO (Fear of Missing Out). Don’t let it drive you to make investment decisions you wouldn’t normally make.