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...
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...
by Jon C. Goodman | Jul 23, 2024 | Uncategorized
From President Biden’s announcement that he will not be seeking re-election, to a rotation out of tech stocks and into small caps, recent events have added to market uncertainty. The S&P 500 recently declined 2.9% from its all-time high, while the Nasdaq pulled...
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...
