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Three Investor Lessons from a Volatile Summer

by Jon C. Goodman | Sep 4, 2024 | Uncategorized

As the post-Labor Day period begins, it’s an opportune moment for investors to contemplate the markets and reassess their financial strategies for the year’s remainder. August witnessed the most significant market downturns in two years, yet major indices...

How Corporate Earnings Support the Market Rebound

by Jon C. Goodman | Aug 27, 2024 | Uncategorized

In recent weeks, financial markets have shown remarkable resilience, nearly rebounding from the fluctuations seen at the start of August. Major stock indices are nearing record highs again, with the S&P 500 up 19.2% for the year, including dividends, just shy of...

How Presidential Elections and Economic Policy Impact Investors

by Jon C. Goodman | Aug 20, 2024 | Uncategorized

As the presidential election approaches in two and a half months, the economic policy platforms of the candidates are just starting to emerge. This delay has led to investor worries regarding the potential effects of these policies on the economy and financial...

How Carry Trades and Market Fragility Impact Investors

by Jon C. Goodman | Aug 13, 2024 | Uncategorized

Recently, financial markets have appeared more volatile, with investors expressing concerns about the economy, potential delays in interest rate cuts by the Fed, and lackluster tech earnings. Despite last week’s fluctuations, major indices remained mostly stable...

Special Update: Perspective on the Fed and Market Sell-Off

by Jon C. Goodman | Aug 6, 2024 | Uncategorized

Paraphrasing Ernest Hemingway, stock market shifts often happen “gradually, then suddenly.” In the last month, there has been a shift from large-cap technology stocks to small caps and other sectors. The recent jobs report triggered a sharp pullback in...

What the Summer Market Rotation Means for Investors

by Jon C. Goodman | Jul 30, 2024 | Uncategorized

With the summer’s rise in temperatures, the stock market is also feeling the heat with increased volatility. Investors are shifting from large-cap technology stocks to a wider range of sectors and styles, notably small caps. Since reaching their peaks in...
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Wealth Advisor Jon Goodman - JCG
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