by Jon C. Goodman | Jul 16, 2024 | Uncategorized
The stock market has sustained its historic surge, with the S&P 500 posting a 19% gain year-to-date, including reinvested dividends, culminating in a total return of 61% since the market’s nadir in 2022. Although large-cap technology stocks have propelled...
by Jon C. Goodman | Jul 10, 2024 | Uncategorized
Investors commonly ask, “Why should I invest in an active fixed income fund with a 5.5% yield when I can opt for a money market fund offering nearly the same yield with no risk?” Given that short-term yields are at their highest in years, cash has become a...
by Jon C. Goodman | Jul 2, 2024 | Uncategorized
Entering the second half of the year, it is crucial for long-term investors to keep in mind the significant events that have influenced the markets. Despite persistent economic uncertainties, the stock market has seen a robust rally, fueled by the anticipation of the...
by Jon C. Goodman | Jun 26, 2024 | Uncategorized
With the onset of the presidential debate season, the contrasting tax strategies of the current and former presidents will come to the forefront. This contentious issue is driven by intense political beliefs regarding national priorities, government expenditure,...
by Jon C. Goodman | Jun 18, 2024 | Uncategorized
The trajectory of interest rates has been unpredictable in recent years, influenced by factors such as inflation, economic growth, and Federal Reserve policies. For example, the 10-year U.S. Treasury yield surged from 3.8% at the close of the previous year to a peak...
