3rd Quarter 2024
Key takeaways
► Another excellent quarter for stocks
► Small and international stocks shoot up
► Inflation moderating
► Rate cuts support risk assets
► The election looms
2nd Quarter 2024
Key takeaways
► Stock market steadily rises
► Inflation receding (very slowly)
► Labor market softening (very slowly)
► One Fed rate cut (maybe two?)
► It’s all about the election hereon
Summer 2024 Outlook
As we step into the summer of 2024, it’s essential to assess the current state of the stock and bond markets.
1st Quarter 2024
Key takeaways
► Stellar stock performance
► Sticky inflation
► Fewer Fed Rate Cuts (if any)
► Government debt tremors
► Add to stocks on pullbacks
4th Quarter 2023
Key takeaways
► Market goes gangbusters
► It’s Goldilocks for now
► Recession still possible
► Smaller stocks getting some love
► Ride the front-end of the curve
3rd Quarter 2023
Key takeaways
► Market downtrend
► Several Threats
► Growing federal debt
► Safety in bonds
2nd Quarter 2023
Key takeaways
► Stocks climb higher
► Resilient US economy
► Bull case for stocks
► Bear case for stocks
► Attractive rates in bonds
Retirement and Depression
Retirement planning often is overwhelmingly about money: Did I save enough? Will my money last? What if I live longer than expected?
1st Quarter 2023
Key takeaways
► Good quarter for stocks and bonds
► Fed buying time
► Attractive yields in bonds
► Getting paid
► Add to stocks on pullbacks
Silicon Valley Bank Collapse
Given the news headlines surrounding Silicon Valley Bank (SVB), I want to provide you with a market update.