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A Closer Look at Market Resilience Amid Recent Volatility - May Market Update
At A Glance From April 2nd to May 2nd, the S&P 500 index fell 15% and then bounced back 17% to end essentially where it started 30 days before. Markets have been driven by daily headlines and sentiment much more so than actual economic...
Read MoreRiding Out the Storm: Why Staying the Course Matters - March Market Update
AT A GLANCE Investor bearish sentiment has swiftly surged to levels historically associated with previous corrections or bear market downturns. It is important to remember that market downturns happen relatively frequently, and...
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Staying the Course Amid Uncertainty - January Market Update
At A Glance After robust performance during the first eleven months of a presidential election year, the markets have pulled back from early December. While the headline indexes, which are largely driven by large-cap tech and AI stocks...
Read MoreMarket Highs and Growth Outlook - December Market Update
AT- A Glance The markets are experiencing a lot of optimism in the wake of the outcomes of the 2024 elections. This is partly due to expectations of the 2018 tax cuts being extended and a friendlier regulatory environment for the...
Read MorePost-Election Market Surge - November Market Update
At A Glance The stock market moved meaningfully higher in the wake of a decisive election outcome for Donald Trump and the Republicans in Congress. While the initial response has been strong, we would like to remind you that markets...
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Things to Consider in this Market - October Market Update
At A Glance As we finally head into the home stretch of campaign season, we thought it would be helpful to remind you once again that elections have not significantly affected markets historically. Often, market performance during...
Read MoreSeptember Market Update
At A Glance As we pass Labor Day, the traditional “sprint to the finish” for both the Presidential and Congressional elections kicks into high gear. Historically, this is accompanied by a pick-up in volatility that tends to last until...
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Adding Value as Fees Compress: Strategies From Cetera's Connect2Peers 2024
Discover key strategies for financial advisors to maintain client satisfaction and loyalty amidst fee compression challenges. Insights from Connect2Peers 2024 in Nashville TN.
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June Report: S&P 500 Rebounds to New Highs in May
After a significant pullback in April, the S&P 500 reached new highs in May due to robust corporate earnings. Despite inflation and mixed job market data, markets remain resilient.
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3 Reasons Small Business Owners Need A Solo 401(k)
As a small business owner, you have unique financial goals and aspirations. While your primary focus may be on growing your business, it's essential to prioritize your own financial security, including planning for retirement. The Solo...
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May Report: Market Trends, Economic Divergence, and Election Insights
Executive Summary During the month of April, the stock market experienced its biggest drawdown since markets began rebounding in late October 2023, as geopolitical tensions and higher inflation readings caused uncertainty. There are...
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There is a growing hope - December Market Update
AT-A-GLANCE After experiencing a double-digit drop from August through October, stocks rebounded sharply during November as belief grew that the Federal Reserve Bank is done raising interest rates. Interest rates on 10-year Treasury...
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The inflation rate ticked up - September Market Update
AT-A-GLANCE After the recent run-up in stocks during June and July, the market pulled back in August for the first time since the regional bank scare in February and March of this year. The inflation rate ticked up while job growth...
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What is a Solo 401(k)? Self Employed Retirement Plans
Are you a self-employed individual seeking to secure a prosperous retirement? Look no further than the Solo 401(k) plan.What is a Solo 401(k)?A Solo 401(k), also known as an Individual 401(k) or a One-Participant 401(k), is a...
Read MoreThe Economy is Slowing - November Market Update
The investment committee met on the afternoon of Tuesday, November 29th. This will be our last meeting of the year. We will move back towards our regular meeting schedule, the Monday after the monthly unemployment report is released. We wer
Read MoreChallenges with The Stock Market - July Market Update
Should you have any questions regarding these notes, please do not hesitate to contact Kevin at (678) 401-6102At-A-Glance7 min readThe first six months of 2022 were extremely challenging with the stock market, as measured by the S&P...
Read MoreStock Market's Recent Slide - June Market Update
Should you have any questions regarding these notes, please do not hesitate to contact Kevin at (678) 401-6102At-A-Glance7 min readThe stock market continued its recent slide through the first several weeks of May, ultimately dropping...
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Inflation Moving Higher - March Market Update
Should you have any questions regarding these notes, please do not hesitate to contact Kevin at (678) 401-6102 At-A-Glance 8 min read After bouts of volatility in recent months caused by the outbreak of the Omicron variant of COVID-19,...
Read MoreStaying Anchored to the Investing Principles - January Market Update
Should you have any questions regarding these notes, please do not hesitate to contact Kevin at (678) 401-6102At-A-Glance7 min readThe stock market began 2022 by experiencing another bout of volatility, including its third decline of...
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