December 2025 Market Recap
December Market Recap US stocks defended their gains in December to finish the year firmly positive for the third year in a row. Two of the three major equity benchmarks ended the month lower, but just barely, and not nearly enough to spoil yet another strong year overall. Six of the 11 sectors in the […]
Retirees, don’t wait until death to implement gifting strategies
Americans age 70 and older hold a record-high 30% of the country’s wealth, even though they account for about 10% of the population. Meanwhile, recent inflation and rising costs have moved the American dream out of reach for many…
November 2025 Market Recap
November Market Recap The monthly winning streak for stocks continued in November… barely. The S&P 500 increased in each of the final five trading days to eek out a seventh straight month of gains. The Dow Jones Industrial Average also finished positive by an eyelash. A slump in Technology stocks led the NASDAQ to a […]
As year-end approaches, check in on your finances with this to-do list
It’s the time of year when we spend hours raking leaves and almost as much time monitoring our neighbors’ cleanup progress — or lack thereof.
October 2025 Market Recap
October Market Recap US equities rose again in October, which makes it six months in a row of gains for the S&P 500, the longest “monthly winning streak” in four years. The NASDAQ has risen higher in seven consecutive months, its longest run since 2018. Corporate earnings continued to outperform expectations and another rate cut […]
What the dot-com bubble can teach investors worried about an AI burst
There’s a bubble in the number of people calling for bubbles. That is how Zor Capital Managing Director Joe Fahmy described the current environment on Wall Street.
September 2025 Market Recap
September Market Recap Neither the threat of a US government shutdown, elevated valuations, or a traditionally weak month for equities could prevent stocks from rising higher in September. Boosted by the Federal Reserve’s first interest rate cut of 2025, the S&P 500 posted its fifth straight month of gains. It is now six positive months […]
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.
