"How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case." — Robert G. Allen October is usually an interesting month for the markets, more so in a Presidential election year. This time around we found market action to be relatively subdued. The … Read More
Financial Market Outlook
Stock Market Commentary– April 2024
"New highs are almost always good news; it's just the last one that is not." - Greg Morris “A bull market is a bull. It tries to throw off its riders.” - Richard Russell March was another great month for investors. Unlike 2023, when equity returns were dominated by a small number of the largest … Read More
Stock Market Commentary – March 2024
"Markets are never wrong, only opinions are." - Jesse Livermore February is historically a month that the stock market struggles. This has not been the case thus far in 2024 as the major US-based indexes we follow were all solidly positive for the month, as were the global indexes. Higher yields, … Read More
Stock Market Commentary – February 2024
January was a mixed month for investors as the US large cap indexes were positive for the month as the small and mid-cap indexes started the year on a negative note. Internationally, the two indexes that follow developed markets – MSCI World and MSCI EAFE – were positive while the MSCI Emerging … Read More
Stock Market Outlook 2024
As we embark on a new year, the financial landscape presents a complex tapestry of opportunities and challenges. It is our belief that 2024 is poised to be a pivotal one for the stock and bond markets, shaped by a confluence of economic, political, and technological factors. The global economy … Read More
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