How Corporate Earnings Support the Market Rebound
Financial markets have been resilient in recent weeks, almost fully recovering from the swings experienced at the beginning of August. Major stock market indices are once again approaching all-time highs, with the S&P 500 gaining 19.2% year-to-date with dividends, less than half of one percent below its peak. This upward trend has been fueled by […]
How Earnings Can Guide Investors in Difficult Markets
With markets nervous about stubborn inflation, a gradually slowing labor market, and the timing of the first Fed rate cut, investors are more focused on this corporate earnings season than usual. This is because while the economy has avoided a “hard landing” corporate earnings only began to rebound in the second half of 2023. Since […]
Why Cash Is Not a Long-Term Investment
In times of market uncertainty, investors often seek the safety of cash. This has been true over the past several years as markets have swung due to the pandemic, geopolitical events, Fed rate hikes, inflation, gridlock in Washington, technology trends, and more. More recently, the possibility of worse-than-expected inflation and a delay of the first […]
Navigating the Ripple Effects: Oil Prices’ Influence on Inflation, Federal Policies, and Market Dynamics
The stock market has become increasingly jittery, with the S&P 500 experiencing its first 5% pullback of the year. The possibility that the Fed could delay its first rate cut, the decline of technological and artificial intelligence stocks, and tensions in the Middle East have all contributed to the market swoon. In uncertain market environments […]
Economic & Market Commentary Q1 2024
2024 began with debates over a “soft” versus “hard” landing as the Fed attempted to stabilize the economy, as well as over the sustainability of last year’s market rally. Only three months later, those concerns have given way to a calmer environment centered around fading inflation and the Fed’s plans for reducing interest rates. This […]
The Horizon Beyond the Runway: Navigating Success in Investing and Beyond
In the nuanced world of aviation, pilots are taught a lesson of paramount importance as they approach the runway: the instinct to focus on the stretch of tarmac directly in front might seem logical, yet the key to a smooth landing lies in looking far down the runway. This approach, emphasizing faith in the journey […]
2022 Second Quarter: 12-Month Recap
From 2021 to 2022, the global economic and market conditions have two very different stories to tell. Headwinds started to prevail in the latter part of 2021. In the fourth quarter, the U.S. economy enjoyed an increased Gross Domestic Product (GDP) of 6.9%. Inflation (expected to be transitory) was becoming more of an issue with […]
2021 Second Quarter – 12 Month Recap
The economies of the world have come roaring back as the world slowly emerges from the pandemic lockdowns. With increasing vaccinations, massive fiscal stimulus, and extremely low interest rates, consumers around the world are opening their wallets. Short-term growth in the global economies is tied to vaccination rates. According to the CDC (Center for Disease […]
How a Diversified Portfolio Works
2021’s Gamestop phenomenon has showcased that there will always be a new investing trend that returns-chasers are on the lookout for. Recently, we’ve seen a number of unique investments have their moment in the spotlight. However, it’s also clear that, regardless of how popular these investment tactics may be, they’re incredibly short-lived – especially in […]
The Psychology of Money
Have you ever outlined your ideal financial plan, or made a decision about your investing, only to change your mind at the last minute? Maybe you suddenly felt uncomfortable with your decision, or you were worried that you’d be missing out if you didn’t sell your company shares. Maybe you told your coworker about your […]