Markets finished January in stellar fashion. The S&P 500 and Dow Jones Industrial Average gained 6.2% and 2.9%, respectively. The Nasdaq Composite finished January up 10.7%, its hottest start to a year since 2001 (though that came in the middle of the dot-com crash when the index ended up finishing the year down 21% before falling another …
In 2022, international conflicts had a profound effect on overseas markets. I had an opportunity to join the folks at Symmetry to discuss the top stories that drove markets last year. Listen to this first part of “2022 Year-in-Perspective” to learn how global events affected international stocks this past year. Click here and listen to …
Markets closed out another strong week and are off to a roaring start this year. The rally in tech stocks has powered the NASDAQ to one of its best Januarys. This bullish enthusiasm is largely being animated by a narrative that a Fed pivot/pause is coming, which was buoyed by the slate of economic data …
The second week of the year saw markets continue to rally…stocks were up (especially small caps), bonds were up, oil was up, gold was up…even cryptocurrencies painted the big board green…all mainly on the increasingly hopeful outlook of a decreasing need for the Fed and other central banks to raise interest rates to the point …
The year kicked off with a volatile, albeit positive, week in the markets as stocks rallied following a well-received monthly jobs report. Here are the main stories that were driving markets. (read more)
Donor-advised funds (DAFs) are an excellent way for individuals and families to give back to their communities in an impactful and tax-efficient way. This blog post I wrote for Symmetry Partners explores what DAFs are and how they can be used to make charitable donations more convenient and efficient. Check it out: https://hubs.la/Q01v8k0J0
