How Markets Absorb Geopolitical Uncertainty Over Time Periods of geopolitical uncertainty bring financial markets into the spotlight as investors scramble to determine the impacts on their portfolios. The role of financial advisors is amplified as headlines pile up and fear begins to influence how clients interpret short-term market moves. Looking
Handling Market Volatility Conventional wisdom says that what goes up, must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when it’s your money at stake. Though there’s no foolproof way to handle the ups and downs of the stock
April 2025 Market Summary Domestic Stock Indices Mixed, Inflation Sets Record Low, Mid-Term Treasury Yields Fall Equities U.S. indices posted mixed results in April largely due to gains in the technology sector with tough quarters for some large-cap blue-chip companies. The Nasdaq Composite rose 0.88%, the S&P 500 slipped 0.68%, and the Dow Jones Industrial Average fell
What Happened to the Magnificent Seven Stocks? The Magnificent Seven stocks–Alphabet, Apple, Amazon, Microsoft, Meta Platforms, NVIDIA, and Tesla–have carried U.S. indices higher. Between 2023 and 2024, these seven names rose 156.1% as a collective, compared to 25.16% for the remaining 493 names and 57.88% for the S&P 500 index
Stating the obvious: no one enjoys watching their portfolio balance decline. And as advisors we know all too well how clients can feel uneasy about “staying the course” as their nest eggs shrink in periods of volatility. However, rushing for the exit when the market goes south can actually stunt
What Doesn’t Drive Long-Term Returns As someone who invests in theirfuture, you’re likely eyeing what drives investment returns. But it’s all-too-easy to be distractedby a number of investment myths. These are nothing but short-term noise thatcan cause you to miss the big picture of long-term gains. And it’s no one’s fault. Theseinvestment
We’re sure you saw the headlines.After hitting new highs last month, markets dropped dramatically, erasing months of gains.1 It feels like the sky is falling. Let’s take a step back and take a look at what’s going on. (Scroll to the end if you want our takeaways.) What’s behind the
July 2024 Market Summary: Rotation into Value, Cooling Inflation, and Falling Treasury Yields Equities experienced some turbulence in the second half of July but most indices finished higher thanks to a solid first half of the month. The Dow Jones Industrial Average rose 4.5% higher in June, the S&P 500 advanced 1.2%, and the NASDAQ slipped 0.7%.
Clouds may be gathering. Should investors be worried about a storm? Let’s look at some factors that could trigger a market selloff in the weeks or months ahead. (Note: we’re not saying a selloff is definitely going to happen—we want you to be prepared if it does.) Factor #1: Stocks
Is a zombie recession coming? (By that, we mean that renewed fears of a “hard landing” recession have emerged from the grave and are walking among us.)1 Many analysts were convinced that the U.S. economy could achieve a coveted “soft landing,” but they might be overly optimistic. Want to skip