S&P 500 Bull Market

It’s official. The bear market is behind us. The S&P 500 finally hit a new record for thefirst time since 2022. And then notched multiple higher highs in the days thatfollowed.1 That means it has passed the final bar to formalizethe bull market in stocks that started after the October

Read More »

Inflation Risk

As we kick off 2024, the latest data is raising some concerns about inflation. Let’s dive into some data and take a look.   Inflation is still one of the biggest risk factors we’re watching this year. Here’s why. While inflation is still well below its 2022 peak, the data

Read More »

2023 in Review

How did 2023 go for you? Let’s take a moment to review some of the year’s major market and economic trends. (Before I sign off, I’ll also pass along a few thoughts about what 2024 could have in store.) AI became a major tech trend1 After ChatGPT launched in late

Read More »

Ignoring the Right Things

Quick question: What do you usually find yourself reading? News summaries, headlines, and quick bits to keep yourself updated? Or longer reads like books and articles? We’re ever more inundated with information that’s eager to capture our attention. We click because we want to stay up to speed and avoid

Read More »

New Bull Market

A new deal finally put the debt ceiling issue to rest (for now, anyway), and stocks are rallying. Are we on the brink of a new bull market? We might be. The S&P 500 has soared in 2023 and is up nearly 20% from its October 2022 low.1 That’s pretty

Read More »

Floating Above the Turmoil

Imagine there are 100 miles between you and a goal. A place you want to get to. But the land in between is chock full of canyons, crevasses, and crumbling cliffs. You have two choices of how you could get there. You could find a way on foot, sliding into

Read More »

How to be a Smarter Investor in Uncertain Times

In a perfect world, logic would always guide our financial decisions. Emotions wouldn’t come into play. But we don’t live in a perfect world. Far from it. That means our emotions impact our financial choices more than we realize.1 Shockingly as much as 95% of our purchase choices are made

Read More »

How Are You Lying to Yourself About Money

Do you think you’re telling yourself the truth about money? We may think we know the facts about our finances. But our beliefs can often overshadow the facts. Our wishes, hopes, and fears can tip the scales away from the truth. This makes it easier for us to believe what

Read More »

Thanksgiving-Turkey or Dressing?

Thanksgiving week, 2018 was an interesting one for the stock market. The S&P dropped 3.8% for the week putting us officially into a market correction. We closed the week down 10.2% from our last market high. This Thanksgiving week was the worst week since 1939. Monday, November 26, 2018 did

Read More »
Archives