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.
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I think it is timely to reflect on 2023 with only three weeks remaining until we start another year – 2024!At the beginning of 2023 the inflation rate was declining…
The Fed paused once again by not raising interest rates: the stock market rises!Investors continue to focus on the direction of interest rate policy as promulgated by the FED through…
Rising interest rates are placing downward pressure on stocks and bonds. Earlier in 2023 investors were expecting the Federal Reserve Board “FED” to begin reducing rates by the end of…
The chart below illustrates various stock market indices’ performance on a 2023 year-to-date basis. The broad market is up 4-5% this year while the S&P 500 Index is up 16%. …
The stock market rose a modest 3% in June after inflation showed signs of continued easing.The Consumer Price Index “CPI” and the Producer Price Index “PPI” were 3.0% and 2.6%,…
Washington lawmakers resolved the debt crisis with plenty of drama, pleasing investors to only focus back on inflation and interest rates.Investors remain very sensitive to every decision and statement by…
The Fiscal Responsibility Act of 2023 “FRA” is now law and waives and removes the statutory debt limit through Jan 1, 2025. FRA does not place a cap on U.S.…