Market Highlights

We understand if you are concerned following the market’s drop over the last few days. It’s human nature to feel losses more strongly than gains.1 Rest assured, we design investment portfolios for moments like these.  Here are some of the ways we manage risk and keep you on track to meeting your goals: Setting Realistic Risk […]

The markets were strong and remarkably steady in 2024 despite a presidential election and multiple wars across the globe. We very well may see another strong year for stocks given optimism around pro-business policies and a healthy labor force, but volatility will likely be higher in 2025 so it’s important to keep a balanced perspective and focus on your long-term goals.

The stock market has had a great run over the first three quarters of 2024 and is up 22%. Given the potential for profit-taking and the uncertainty surrounding the upcoming election, we think some short-term volatility is in order, but that shouldn’t stop the long-term trajectory of the market.

The first half of 2024 has wrapped up and the S&P 500 has continued to outperform expectations. However, not all corners of the market fared the same…

As we welcome spring and the start of the second quarter, we look back on how the markets fared in the first quarter of 2024 in our latest Market Highlights.  It turns out that the news is good, but not for the reasons you might expect.

Despite rampant speculation about a possible recession, the stock market managed to recover in spectacular fashion in 2023.  In our latest Market Highlights, we recall some of the events that drove the financial markets and look ahead to what 2024 may hold for investors.