During periods of market volatility and declines, investors get concerned. They question their long-term objectives and whether they have more risk in their portfolios than they can tolerate. These are reasonable thoughts to have at times like these.
Last week, the S&P 500 was up 5.7%, the strongest week for the market since November 2023.
At the start of last week, the S&P 500 rallied three days in a row, with investors believing that the tariffs announced on Wednesday would be targeted.
The first quarter of 2025 took investors on a rollercoaster, driven by on-again, off-again tariff policy announcements.
Last week, I had the pleasure of presenting at a Commonwealth conference. I love spending time and sharing ideas with our advisors. They are the best in the business.
As of the end of trading on Thursday, March 13, the S&P 500 closed down 10 percent from its all-time high, marking an official correction. It was the first correction since October 2023—17 months ago.
As the consumer goes, so goes the U.S. economy. Consumers make up roughly 70 percent of U.S. GDP.
Like most incoming administrations, President Trump entered office with a desire to do things differently than his predecessor, and he is certainly doing that.
From beginning to end, the 2024 election cycle will be looked back on as historic
People who are affiliated with the party that is represented in the White House always think the economy is better than those in the party not represented. Somehow, those opinions tend to change around elections. People’s views of the economy change very quickly if there is a change in control of the White House.
After months if not years of investors asking when the Fed would cut rates, we finally got our answer.
Noble Prize winners and “Modern Portfolio Theory” pioneers Harry Markowitz and William Sharpe developed what we know today as the 60-40 portfolio. This strategy consisted of a hypothetical 60 percent allocation to equities and a 40 percent allocation to fixed income.
1969 is often remembered as one of the biggest years in pop culture history.
