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...
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...
