Blog
Markets Wobble in February: Growth Scare and Sector Shifts Keep Investors on Edge
A Growth Scare Spooks Stocks, But February Losses Held In Check
Understanding Business Valuation: A Guide for Small Business Owners
Entrepreneurs should always know how much their company is worth whether it is for a potential sale, succession planning, or just ongoing financial planningWe’ll go through some of the most widely used valuation techniques and why they matterKnowing the common pitfalls, the best value-maximization strategies, and tax implications is imperative to making the most of your small businessFor many people, a house or a retirement nest egg is their most valuable asset.
Where’s Santa? Stocks End 2024 on a Whimper. Looking Forward to a Strong 2025
December was a tough month for most areas of the market amid returning inflation jittersThe S&P 500 dipped to close out the year, but strength in the Mag 7 kept the decline in checkGoing forward, we see bullish factors outweighing bearish risks, and we detail our 2025 outlookThe S&P 500 fell 2% in December, ending the year on a down note, but it was a second straight year of 20%-plus gains for US large caps. Returns away from mega-cap growth (namely the Mag 7 stocks) were less impressive.
Joy to the Investment World: Stocks Hit New Highs Ahead of Christmas
The S&P 500 and Nasdaq closed at record levels last weekInterest rates have dipped as Trump’s cabinet takes shapeHuge retail sales numbers and strong corporate earnings are positives with the Fed poised to issue one more rate cut in 2024Markets consolidated post-election gains through the middle of November, but have since come rip-roaring back. Last week, following a decent November jobs report, both the S&P 500 and Nasdaq Composite closed at fresh peaks.
Bitcoin’s Meteoric Rise
This week’s insight zooms in on one of 2024’s most popular investments: bitcoin.The world’s largest crypto asset has been in the news for years on end, but its fanfare reached new heights following the reelection of Donald Trump. The soon-to-be 47th POTUS has been outspoken in favor of a so-called bitcoin reserve, though the details of how that might look are not yet known.
Stocks Soar Post-Election, Fed Rate Cuts Continue
Investors were relieved by a decisive election outcome and the prospects of lower taxes and regulation under Trump 2.0The Federal Reserve also cut interest rates last week while allaying concerns about potential inflation risksWith the bull market ongoing, more gains are likely into year-end if historical trends are a guideMarkets breathed a collective sigh of relief after last Tuesday’s election.
Stocks Delivered the Best Rally Through Q3 Since 1997, On Watch for October Volatility
The S&P 500 posted a positive September for the first time since 2019 Utilities lead on the year as the bull market celebrates its second birthday later this week The macro is mixed with unease in the Middle East exciting the bears and monster China stimulus luring the bulls Companies, meanwhile, are producing record profits and big shareholder returns in 2024 Stocks got over their “September scaries” (as we dubbed it last time) despite a slew of concerning macro happeni
