The new year brought with it renewed market volatility. Following over 40% run-ups in the S&P 500 and MSCI All-Country World Indexes from their April 2025 lows through their 2026 peaks, stocks have given back some gains, and many country indices are now in correction territory (YCharts). Year-to-date, energy stocks have reigned supreme, with the […]
Economic/Market Commentary – 5 Charts We’re Watching in Spring 2026 Read More »
Rising tensions between Iran and the West have been simmering for months, with periodic attacks and harsh rhetoric in 2025 signaling a dangerous drift toward escalation. That slow burn ignited on February 28th with the joint U.S.–Israel strike that killed Iran’s Supreme Leader, sending markets into turmoil. (Al Jazeera). Since then, global markets have dropped
Conflict In The Middle East (Iran) – WELLth’s Analysis & Outlook Read More »
2025 marked another strong year for economic growth and global stocks. In the US, the large cap S&P 500 Index gained 16.39%, with the communications sector (including Meta, Alphabet, and Netflix) leading the charge higher, rising 32.41% (yCharts). International stocks also delivered stellar performances, with the MSCI Europe and Emerging Markets Indexes climbing 31.95% and
2026 Economic/Market Outlook — Key Factors Driving Markets in the New Year Read More »
Global stocks continued their ascent this summer from the depths of the April “tariff tantrum” lows. The S&P 500 posted an 8.12% gain through the third quarter, and the MSCI Europe, Asia, and Far East Index climbed by 4.83% (yCharts). Bonds, as measured by the Bloomberg U.S. Aggregate Index, also rose by 2.03% following a
Quarterly Economic/Market Commentary: The Government Presses the Gas Read More »
*This post pertains specifically to “Magnificent 7” employees, and especially employees of Meta, MSFT, and NVIDIA. The concepts within, however, can apply to any employee who receives large amounts of equity compensation* Since the early days of the tech boom, it has been commonplace for employees to receive most of their compensation not as cash,