by admin | Feb 2, 2024 | Weekly Wrap
Dear Friends, In the past two weeks, over 40% of S&P 500 companies have reported their 4th quarter earnings for 2023, including big tech companies such as Tesla, Google, Apple, Microsoft, Meta, and Amazon. In aggregate, companies are reporting earnings that are...
by admin | Jan 19, 2024 | Weekly Wrap
Dear Friends, In recent weeks we have seen investors become more skeptical that the Federal Reserve will cut interest rates as soon as March resulting in volatility in the markets. That skepticism was offset on Friday by optimism in the Tech sector which propelled the...
by admin | Jan 5, 2024 | Weekly Wrap
Dear Friends, The financial markets experienced a rocky start to 2024, which might raise some concerns initially. However, this is a natural short-term correction after a two-month rally at the end of 2023 as short-term investors harvest gains in the new year. Find...
by admin | Dec 22, 2023 | Weekly Wrap
Dear Friends, We wish you and your families a happy holiday season. Looking back at 2023, it has been a complex year full of challenges and opportunities. We experienced the fear of recession, the Fed’s hiking and tightening policy, a banking crisis, a potential...
by admin | Dec 8, 2023 | Weekly Wrap
Dear Friends, 2024 is a leap year and taking that extra day to implement financial planning strategies can serve you well for decades to come! We have included in this week’s newsletter a number of financial goals to consider for 2024. As you give thought to the...
by admin | Nov 22, 2023 | Weekly Wrap
Dear Friends, We wish you and your families a happy Thanksgiving. Over the past three weeks, the S&P 500 has enjoyed its best performance since 2020 as investors have started to regain confidence with cooling inflation. As we start to look toward the year’s end,...
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