Monthly Market Insights – December 2024
Stocks notched solid gains in November as post-election enthusiasm and holiday shopping combined to fuel the advance.
DetailsMonthly Market Insights – November 2024
U.S. Markets Stocks fell in October as pre-election jitters hung over trading while solid but not spectacular Q3 corporate reports failed to buoy spirits. The Dow Jones Industrial Average fell…
DetailsMonthly Market Insights – October 2024
Investors welcomed the Fed’s decision regarding short-term interest rates, causing stocks to post solid gains in the third quarter.
DetailsMonthly Market Insights – September 2024
Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates.
DetailsMonthly Market Insights – August 2024
Stocks edged higher during a volatile month of trading as investors monitored economic reports about the Fed’s next move with short-term interest rates.
DetailsRetirement Insights – July 2024
Thinking About a Vacation Home? Are you dreaming of owning a vacation home? Turning your vision into reality requires foresight. Your approach to selecting and maintaining a vacation home can…
DetailsQuarterly Market Insights – Q2 2024
U.S. Markets Following a rocky start, stocks finished the second quarter higher as investors remained optimistic the Fed will manage interest rates with inflation trending lower. For the quarter, the…
DetailsMonthly Market Insights – June 2024
Stocks rose in May as investors cheered upbeat Q1 corporate reports and signs that the economy was still strong while not overheating.
DetailsRetirement Insights – May 2024
Investing Your Beliefs Often, investing is not merely a financial venture but a reflection of one’s beliefs and values. The choices made in investments can deeply resonate with personal outlooks…
DetailsMonthly Market Insights – May 2024
Despite a late-month rally, stocks fell in April as investors struggled with a hotter-than-expected inflation report and mixed news about the economy.
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