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2021 Second Quarter Market Update- Let's Talk About Inflation Thumbnail

2021 Second Quarter Market Update- Let's Talk About Inflation

Following an explosive 9 month run, small cap stocks slowed their pace of growth allowing large cap stocks to nearly close the gap for the year. Meanwhile, international markets underperformed U.S. markets. This is not surprising. To many other nations, the U.S has had a fairly productive vaccine rollout and therefore many components of the U.S. economy are back to a semblance of normalcy. As international stocks become even cheaper (relative to U.S. stocks), at some point that may present investors with an opportunity.

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Why it is better to lose small than win big Thumbnail

Why it is better to lose small than win big

Imagine this: the year is 2014 and your diversified investment portfolio is earning a measly 7% while your neighbor Joe’s S&P 500 index is up over 14%(1). As if that wasn’t enough, Dianne, across the street made a risky decision to buy airline stocks and she’s all but doubled her investment (2)! So what gives? You’ve hired a financial advisor, and they don’t seem to be keeping up. This is the plight of many investors, but when is the last time Joe and Dianne came to your door to tell you about their big loss?

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2020 Second Quarter Market Update- The Recovery Continues Thumbnail

2020 Second Quarter Market Update- The Recovery Continues

The second quarter of 2020 will make history as will the first quarter albeit for different reasons. As we all painfully remember the Q1 marked nearly unprecedented volatility in the markets as the world dealt with the unfolding news of Covid-19. The S&P 500 plummeted to its lowest when it fell 33% from its high in less than 5 weeks. Beginning near the end of Q1 and sprinting straight through Q2 the market has come roaring back.

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Market Update: Reopening the Economy Thumbnail

Market Update: Reopening the Economy

"Did you think three months ago that by the end of April the world as you know it would have changed drastically? That has become a reality for most people amidst the Coronavirus Pandemic and the drastic measures taken by federal, state, and local governments in an effort to protect the population. With so many people making huge sacrifices to protect their businesses and their families, at what point can we expect some normalcy?"

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Market Update: Why Do Stocks Rise on Bad News? Thumbnail

Market Update: Why Do Stocks Rise on Bad News?

"I’ve had friends call me in recent weeks asking “Why in the world is the stock market up. Did you see the unemployment number?”. In case you are not aware, the number of new jobless claims is released each Thursday at 8:30 am EST. The last four weeks have been truly devastating. So why has the market responded positively or at least not horribly to record-breaking news of the terrible variety?"

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