Earnings, Middle East in Focus
Financial Update for the Week of April 22, 2024 With events in the Middle East and the direction of future monetary policy weighing on markets last week, it is the perfect time to reach out and keep you informed. U.S. stock market indexes were already digesting warmer inflation data as last week began, and rate…
Update on Inflation, Israel, and Iranian Attack
Financial Update for the Week of April 15, 2024 Hope all is well with you. Last week was an action-packed one in the U.S. financial markets. There was plenty of emotion and news moving markets, even before the Iranian strike on Israel occurred. As a result, there are questions from a wide spectrum of investors,…
Continue Reading Update on Inflation, Israel, and Iranian Attack
Geopolitics, the Fed, and Jobs Growth
Financial Update for the Week of April 8, 2024 Hope all is well with you. The first week of the second quarter was a dynamic one, so here is the latest. Major U.S. stock indexes exhibited some volatility last week due to geopolitics and a Federal Open Market Committee (FOMC) member comment last Thursday. Hotter-than-expected…
U.S. Equity Indexes Spring Ahead
Financial Update for the Week of April 1, 2024 We hope your Spring is off to a great start. Stock index investors were in command throughout March as the recent rally continued and showed signs of broadening to other sectors. As a bonus, the recent stock index rally was fueled further by a Federal Reserve…
Fed’s Dovish Tone Boosts Stocks
Financial Update for the Week of March 25, 2024 With the Federal Reserve (Fed) meeting moving markets last week, I am reaching out with a quick update. As expected, the Fed kept interest rates unchanged last week at its March policy meeting. Federal Reserve Chair Jerome Powell’s commentary during the Q&A session indicated three rate…
2023 Market Review & 2024 Outlook
Hope you are enjoying 2024 thus far. 2023 was an eventful year in the U.S. financial markets, to say the least. Given this, I imagine you may have some questions about what’s to come in 2024, so I thought I would reach out with a helpful overview of last year and an outlook for the…
Hot inflation, Fed meeting ahead
Financial Update for the Week of March 18, 2024 Hope all is well with you. Major U.S. equity indexes traded lower last week as investors interpreted hotter-than-expected wholesale and consumer pricing inflation data. Markets mostly consolidated after the hot data, however, looking ahead to the Federal Reserve (Fed) meeting this week. Here’s a quick update…
Labor Market Strong, Fed Cautious on Cuts
Financial UpdateWeek of March 11, 2024 Hoping the weekend was a good one! Last week featured major U.S. stock indexes consolidating as Federal Reserve Chair Jerome Powell struck a cautious tone on rate cuts, while gold and bitcoin prices shined and reached all-time highs. Headline labor market data also continued to extend its recent momentum.…
Long-Term Care on the Rise
March Letter of the Month I hope you are doing well today. Lately, I have been receiving lots of questions about an important topic: long-term care. To ensure that you and your loved ones can adequately prepare to navigate this often-confusing landscape, I’m reaching out to provide you with answers to a few common questions I…