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August 19, 2024
Markets in a Minute - Dog Days
Week Ending August 16th
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August 12, 2024
Factors Contributing to Recent Equity Market Volatility
Over the course of a little more than three weeks the S&P 500 Index fell -8.48% from its high on July 16 to a recent low on August 5. Since last Monday's low…
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August 12, 2024
Markets in a Minute - Rebound
Week Ending August 12th
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August 5, 2024
Markets in a Minute - The Whole is Greater Than the Sahm of Its Parts
Week Ending August 2nd
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July 29, 2024
Markets in a Minute - All the Small Things
Week Ending July 29th
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July 28, 2024
Broader Market Participation Continues
One common theme in some earlier blog posts this year has been commentary around a market that is seeing broader participation. What is meant by this is the…
Broader Market Participation Continues Read More
July 23, 2024
Markets in a Minute - Flightless Falcons
Week Ending July 19th
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July 21, 2024
Election Year Dynamics Are Changed
Sunday afternoon President Joe Biden announced he would not seek reelection to a second term as President although the democratic primary season has mostly…
Election Year Dynamics Are Changed Read More
July 16, 2024
Converting a 529 to a Roth IRA
529 Plans are beneficial for education savings because they offer tax advantages and potential for…
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July 15, 2024
Markets in a Minute - Release Valve
Week Ending July 12th
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July 12, 2024
Rotation into Small Cap Stocks
Small company stocks outperformed their mega cap counterparts on Thursday. This rotation may have a much longer runway?
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July 10, 2024
Summer 2024 Investor Letter: More of the Same, a Higher Market
With the first half of the year in the books, the 6-month index returns achieved so far this year would satisfy most investors if the returns were 12-month…
Summer 2024 Investor Letter: More of the Same, a Higher Market Read More
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