Each month, Founder Rich Lawrence, CFA, provides a detailed market recap and analysis through our blog. Drawing on years of experience and a disciplined investment approach, he breaks down complex market trends, economic data, and global events into clear, actionable insights. His commentary is designed to help you better understand what’s happening in the markets, why it matters, and how it may impact your financial plan.
Share your name and email address to receive our educational updates. We promise not to flood your inbox.
Believe it or not the US economy and stock markets have performed well over the past 20 years regardless of which political party controls the Executive Branch (President) of Government.…
On September 18th the FED announced that it will be reducing the Fed Funds Rate by 1/2 point from the 5/25-5.50% range to 4/75-5.00% range. Monetary policy shifted from “higher for…
The US economy, capital markets and inflation all surprised to the upside in 2024. At the beginning of 2024 economists were estimating Gross Domestic Product “GDP” of 0.0 -1.0%; the…
The market is now focusing on a broader range of economic factors rather than being singularly focused on just inflation and the FED – a healthy sign for markets in…
The above table and chart clearly show that technology and high growth stocks continue to drive market returns through June 2024. The largest 10 stocks in market capitalization represent 37%…
Stocks gave up much of their March 2024 quarter gains in April.US stocks declined swiftly in April, after five months of positive returns. The culprit is quite simply “INFLATION”.Investors have…
First Quarter 2024 – All US Stocks Markets Are Up!US stocks were up 5-10% during the quarter, depending upon the market index.As the table below clearly illustrates, the technology-stock heavy…
The US stock market came out of the gate in 2024 with the technology heavy S&P 500 Index “S&P” up 6.8% and the Dow Jones Industrial Average “DOW” up 3.5%.This…
I have received a few calls recently inquiring about bonds’ features and yields. This report outlines the basics of bond analysis including contractual obligations, returns and risks. Feel free to…