By Debra Taylor, CPA/PFS, JD, CDFA™ Investors cheered as the The S&P 500 was up >12.5% the past month. Previous big months have usually lead to better than average returns. Yes, during the tech bubble burst this didn’t work, but most other times the past 60 years have been rat …
CURRENT STATE OF THE MARKET (NEW) Weekly Market Commentary 08.30.2021 Amid High Worker Demand, Job Openings Rise to 10.9 Million Published by The Carson Group, LLC July job openings increased to 10.9 million, up 779,000 from June. The record number suggests weaker August job growth was part …
Dear Friends, We expect that the strong economic recovery will continue into the coming year, furthering earnings growth and stock gains. The US stock market has seen explosive growth over the past ~16 months, with the S&P 500 returning approximately +92% since the March 2020 bottom. Wi …
Dear Friends, On August 16, the S&P 500 Index closed at 4480, 100% higher than the low on March 23, 2020. Hitting the 49th new high of the year, with full valuations and decelerating growth, many investors are asking “where do we go from here?” According to Goldman Sachs, the answer is …
Weekly Market Commentary 08.16.2021 Market Commentary: Inflation Surge Loses Steam, Job Openings Continue to Increase Published by The Carson Group, LLC Core inflation moderated significantly last month, rising only 0.3% after jumping 0.9% in June. Used vehicle prices, which rose 10.2% in J …
Dear Friends, Equity markets have delivered excellent performance in the first eight months of this year as earnings and economic data continue to show signs of a strong recovery in the US. The S&P 500 followed up a solid Q1 performance of +7.47% with an even stronger Q2 performance of …
Dear Friends, The markets continue to shock and awe. Aside from the entertainment value of cryptos and other asset classes bouncing around, there sure is plenty to keep an eye on. With that in mind, see below three themes we are watching closely for Q3 2021, as well as our current asset all …
