Market Perspective- April 2024

Market Perspective- April 2024

Data Neurosis Earlier in April, the market risk VIX index increased nearly 48% from a reading of 13.01 to 19.23. A brief market sell-off quickly followed. Today, the number of stocks holding above the S&P 500, 50-day moving average, has fallen to 49%, off nearly...

Market Perspective- April 2024

Data Neurosis Earlier in April, the market risk VIX index increased nearly 48% from a reading of 13.01 to 19.23. A brief market sell-off quickly followed. Today, the number of stocks holding above the S&P 500, 50-day moving average, has fallen to 49%, off nearly...

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Market Update -November 2023

Market Update -November 2023

Monthly Market Update The S&P 500 fell for the third straight month—falling more than 10% from its summer high. Smaller cap fared the worst, with the Russell 2000 dropping 6.8% Global tensions escalated following terrorist attacks in Israel. Foreign markets...

Retirement Times November 2023 Newsletter

Retirement Times November 2023 Newsletter

November 2023 This month's Retirement Times discusses the following: 401(k) Fears: What’s a Plan Sponsor to Do? Fed Rate Decision: Implications for Sponsors The Top Three Reasons to Outsource Fiduciary Services Participant Corner: Gobbling Up Good Financial Habits...

The Morning View: November 3, 2023

The Morning View: November 3, 2023

Announced this morning, the economy added 150,000 jobs in October, less than expected.  The Health Care and Social Assistance industry was relatively strong while the Motor Vehicle and Parts industry was relatively weak.  The Unemployment Rate increased one tenth to...

Post-FOMC Thoughts

Post-FOMC Thoughts

Leading Up to Yesterday's FOMC Meeting Over the past 6 weeks, there has been a string of positive economic data, including (but not limited to): Yesterday’s JOLTS survey shows an increase in job openings. A Nonfarm Payrolls print of +336k (vs expectations of +170k) in...

Market Perspective- April 2024

Market Perspective- October 2023

Looking for Middle Ground • September’s Consumer Price Index rose by an annual 3.7% (mirroring the prior month). This increase was still well below the 2022 high of 9.2% but again higher than the Fed’s 2% target. • The U.S. economy saw much higher Gross Domestic...

The Morning View: November 3, 2023

The Morning View: October 26, 2023

Announced this morning, the first reading on GDP for the third quarter of 2023 came in at an annualized rate of 4.9%, higher than expected but less than the 5.4% estimate from the Atlanta Fed GDPNow measure. Personal Consumption was strong while Nonresidential Fixed...

Caregiver to CEO

Caregiver to CEO

Too often in life, our roles change throughout the span of our working years. We may change jobs, and careers, jump out of the workforce, or back into the workforce. We tend to be familiar with and understand these aspects, but what happens when the change is abrupt,...

The Morning View: November 3, 2023

The Morning View: October 18, 2023

Announced this morning, Housing Starts were 1,358,000 in September, less than expected but a 7.0% increase over the previous month.  In addition, Building Permits were 1,473,000 in September, more than expected but it was a decrease of -4.4% from the previous month....

The Morning View: November 3, 2023

The Morning View: October 12, 2023

Announced this morning, the Consumer Price Index (CPI) increased 0.4% in September, slightly higher than expected. It grew 3.7% on an annual basis, about the same as the annual level the previous month. Monthly prices for Fuel Oil, up 8.5%, were relatively strong,...

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