Market Update The stock market started off the new year on a positive note following a difficult 2022. After a strong January in the markets, volatility resurfaced in February. Stocks retreated from higher levels with renewed inflation concerns and worries of prolonged interest rate hikes from the Federal Reserve. The S&P 500 ended the first …
Stocks
2nd Quarter Capital Market Review
The difficult start to the year for the markets continued into the second quarter with high inflation, global growth fears, geopolitical concerns, rising interest rates and worries that a recession may be looming. Stocks entered a bear market (a decline of at least 20%) in June. The S&P 500 (US large cap stocks) is down …
Tax Loss Harvesting
Want to impress your friends with knowledge of reducing your taxes using investment sales? I’m going to teach you. We all know the adage, “buy low, sell high.” Well, sometimes your investments don’t turn out the way you want them to, and you may want to consider selling low. Tax loss harvesting is when you …
Diversifying Your Investments
Previously, on Jill’s Journal, I talked about diversification with stocks and bonds. Remember, the goal of diversifying your investments is to smooth out your ride – you want to have several different types of asset classes to manage the ups and downs of your account. Even amongst stocks and bonds, there are still more ways …