Blogs

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…

The economy and markets in 2023 made sure all our natural emotions were functioning well: fear, despair, greed, jubilation, and finally relief. At the beginning of the year investors were…

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.…