It was a strong summer for the markets as stocks hit new all-time highs. In fact, this was the third best summer for the S&P 500 (US large cap stocks) over the last 40 years. The US economy has remained incredibly resilient. Corporate earnings have been strong and better than expected. The S&P 500 is …
S&P 500
October 2025 Newsletter
Market Update Markets had a strong summer, with the S&P 500 posting one of its best seasonal performances in decades. International stocks outpaced U.S. equities, small caps rebounded, and bonds rallied as interest rates fell. The Federal Reserve’s recent rate cut may bring both opportunities and uncertainty, with lower borrowing costs but potential volatility ahead. …
Markets Surge, Challenges May Loom Ahead
Last year, the markets and US economy held up surprisingly well despite geopolitical tensions and stubborn inflation. The strength in the economy has been supported by a resilient consumer, healthy labor market, rising corporate profits and an accommodative Fed, lowering interest rates to support economic growth. The S&P 500 hit 57 new all-time highs throughout …
Q1 Market Insights
The markets had a strong start to the year, with the S&P 500, Nasdaq, and Dow Jones each hitting all-time highs in the first quarter. In fact, the S&P 500 has reached 22 new record highs so far this year. The economy has remained resilient with low unemployment, strong consumer spending, and healthy household and …
Hidden Costs – No Cost Trading
Hidden Costs Last year, Charles Schwab announced that they were reducing trading fees to zero, and Ameritrade, E*TRADE and Fidelity shortly followed. Hooray, free trades! But hold on are there hidden costs in no cost trading? For consumers of these companies, however, there really is no free lunch. It is important to look to see …