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The Impact of Election Season on the Markets

Impact of Election Season on the Markets

In case you missed it, there is a presidential election happening this year. Many of our clients are wondering what this may mean for their investments. Historically, the stock market’s performance in election years has shown certain trends, shaped by political uncertainty, economic policies, and market sentiment. Certainly, the market has a lot of things […]

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Will April Showers Bring May Flowers to the Markets?

Will April Showers Bring May Flowers to the Markets

After a strong first quarter for stocks, some April showers rained down as the S&P 500 fell about 4% last month. Hopefully those showers will bring some flowers in May, despite the widely cited stock market adage, “Sell in May and go away.” There is some merit to this old adage because the S&P 500’s […]

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March 2024 Market Recap and April Outlook

March 2024 Market Recap and April Outlook

It may only be April, but investors find themselves under the sweltering heat of inflationary pressures. Inflation has been simmering over the past months, and Wednesday’s numbers suggest that the heatwave might intensify. The implications of hot inflation numbers extend far beyond the aisles of grocery stores; they have the potential to sizzle the stock […]

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February 2024 Market Recap

February 2024 Market Recap

In recent times, the stock market has been on a relentless climb, setting new highs and defying expectations. However, as the euphoria continues, concerns about excessive optimism, overbought conditions, and an extension from long-term moving averages are emerging. With the bulk of S&P 500 earnings now reported, the focus shifts to how the markets will […]

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January 2024 Market Recap

January 2024 Market Recap

As the first month of the year ends, the broad markets closed the last trading day of the month up just 1% year to date. Markets had been optimistic through the third week of January, even reaching all new S&P 500 highs. This achievement was ahead of most analysts predictions that we would see new […]

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2023 Market Recap and 2024 Predictions

2023 Market Recap and 2024 Predictions

2023 was a year of many challenges for investors. Aggressive interest rate hikes, fears of recession, regional banks collapsing, and increasingly sticky inflation required investors to stay on their toes. I wanted to recap where we have been, and where we may be headed for 2024. In March, the market faced higher-than-expected inflation readings and […]

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December 2023 – It’s the Most Wonderful Time for The Markets

December 2023 - It's the Most Wonderful Time for The Markets

It’s the most wonderful time of the year…for the stock market? With all this potential recession talk that has lasted two years, you would expect a lump of coal to arrive in your Christmas stocking this year. But quite to the contrary, Santa Claus appears to have arrived early this year as evidenced by the […]

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November 2023 Markets Have Investors Still Spooked!

November 2023 Markets Have Investors Still Spooked

Halloween might be over but the current stock market moves have some investors spooked. Last week, both the S&P 500 and the Nasdaq indexes moved into correction territory. In other words, we are starting off November in “double correction” territory. A double correction means both the S&P 500 and Nasdaq have fallen at least 10% […]

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October 2023: The Markets Enter Spooky Season

October 2023: The Markets Enter Spooky Season

The stock market is kicking off the spooky season in fashion after choppy trading led to a 3.2% S&P 500 decline for the third quarter. This was really not surprising as I stated in my September article. “As we are heading into the seasonally weaker part of the stock market cycle I would expect to […]

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September 2023: Markets Trending Lower Into Fall

September 2023 Markets Trending Lower Into Fa

Markets finally received their anticipated cooldown during the month of August. We discussed the markets extended run in our August article and the likelihood that we would see some cooling off in the next few weeks as markets were extremely overbought and extended. Right on time, we began to see selling pressure that started in […]

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