Investing at market highs can be scary. Do it anyway.
If you have money invested in the stock market, you are thrilled to see the S&P 500 trading at all-time highs. If you have money sitting in cash you would like to invest, then buying at all-time highs…
August 2025 Market Recap
August Market Recap It’s been a longer wait than expected for those anticipating lower interest rates, but markets provided some clarity on that topic in what proved to be another strong month for stocks. All three major benchmarks moved higher in August, the fourth consecutive positive month for US equities. Corporate earnings again bested expectations, […]
Massive market rally leaves stocks in a soaring but strange place
The late summer positivity is pervasive on Wall Street. That’s what a massive rally in stock prices will do. Consider us as excited as everyone else that the S&P 500 has soared more than 30% since its April low.
July 2025 Market Recap
July Market Recap Stocks powered higher in July driven by optimism from trade agreements and economic data, but that optimism faded a bit as the calendar turned to August. The July jobs report released on August 1 showed payrolls expanded by 73,000, below the consensus estimate of 100,000. In addition, prior months were significantly revised […]
Investing Like a Billionaire Not as Difficult as it Seems
Jeanie Buss, majority owner of the Los Angeles Lakers, announced last month she had agreed to sell most of her family’s stake in the NBA team based on an updated valuation of $10 billion.
June 2025 Market Recap
June Market Recap As crazy as it may seem to read (or write), US stocks finished June at all-time highs. Despite a 20% selloff from mid-February to early April… Despite the tariff uncertainty brought on by a new administration… Despite negative GDP growth and missile strikes in the Middle East… The stock market endured and […]
U.S. stock market hardens after economic volatility, but some threats remain
How far the stock market has come without traveling very far is remarkable. As we near the midway point of 2025, the major U.S. equity benchmarks sit less than 2% from where they began on January 1…
May 2025 Market Recap
May Market Recap After three consecutive months of declines, US equities bounced back with their best month of the year. Stocks didn’t just end their losing streak, they gained enough to offset nearly all their year-to-date losses. All three of the major benchmarks ended May within 1% of where they started the year. Big Tech […]
Now is the time to invest in bonds, with yields too good to ignore
Recently, I did something in my investment portfolio that I had never done before: I bought bonds.
April 2025 Market Recap
April Market Recap Where do we start? April gave us what felt like a year’s worth of market activity crammed into 30 days. The major stock benchmarks finished lower for the third month in a row, although a marginal loss for the S&P 500 was hardly indicative of the most volatile month in five years. […]
