When managing your investments, knowing where to hold your assets can be just as crucial as deciding what to invest in. Asset location is a strategic approach that considers the tax implications of various types of accounts and the assets within them. For...
2024 First Half Review and Outlook In the first half of the year, the S&P 500 Index delivered a 15.64% return, fueled by significant gains in artificial intelligence and chip stocks, especially Nvidia. Large-cap domestic stocks have once again outperformed other...
When it comes to managing wealth and investments, traditional asset classes like stocks, bonds, and cash have long been the staples of a well-rounded portfolio. While these assets provide a foundation for financial stability, the modern investor’s landscape...
2024 First Quarter Review and Outlook It was a strong first quarter for large-cap stocks as measured by the S&P 500 Index. The S&P 500 hit over 20 record highs and finished the quarter up 10.56%. The excellent returns were powered by a growing US economy and...
2023 Review and 2024 Outlook It was an excellent year for most equity indexes. In 2023, the S&P 500 Index returned 26.29% and finished near an all-time high. The strong returns were powered by a US economy that was able to avoid a recession. Lower inflation...
2023 Third Quarter Review and Outlook The S&P 500 finished the third quarter down –3.27% but is still up 13.07% for the year. The stock price decline was partly driven by investors’ changing expectations of future interest rates. The Consumer Price Index (CPI)...
