Archives for July, 2024

  1. July 15, 2024

    How to Cope with Shocking Events and Your Portfolio. I have often called Presidential election years the ‘Silly Season.’ All the posturing, political speech, and empty promises make for a cynical consumer. However, things got serious this season. The attempt on former… More >>

  2. July 8, 2024

    We are entering the phase of the economic cycle where things can look and feel a little painful. Yet equity returns can act in a counterintuitive manner. Let me explain. The recent jobs report suggested that the labor market was in good shape. However, when you look at… More >>

  3. July 1, 2024

    Overall equity markets rose in the second quarter, with the S&P 500 gaining 3.92% as investors have been digesting a mix of economic data points, including signs of a cooling labor market, receding inflation, as well as an evolving Fed policy outlook as the U.S.… More >>