2026 Economic/Market Outlook — Key Factors Driving Markets in the New Year

Market Commentary /

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 »

Quarterly Economic/Market Commentary: The Government Presses the Gas

Investment Strategy /

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 »

Overloaded With Employer Stock? Diversification Strategies for Big Tech Employees at Meta, NVIDIA, and Microsoft

Investment Strategy /

*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,

Overloaded With Employer Stock? Diversification Strategies for Big Tech Employees at Meta, NVIDIA, and Microsoft Read More »

Investment Commentary – From Tariff Tantrum to Economic/Market Recovery

Market Commentary /

The second quarter of 2025 kicked off with market turbulence, as the so-called “tariff tantrum” sent the S&P 500 tumbling more than 10% in the first week of April. Although markets rebounded following President Trump’s announcement of tariff relief, the early volatility through April marked one of the worst starts for equities during the “first

Investment Commentary – From Tariff Tantrum to Economic/Market Recovery Read More »

Market Commentary: Stocks Chop With Trump 2.0 at the Helm

Leave a Comment / Market Commentary /

After rallying through January and the first half of February, stocks stumbled, with the S&P 500 dropping 10% from its bull market peak, entering its first official “correction” since October 2023. The big-cap “Magnificent 7” stocks (Apple, Microsoft, NVIDIA, Alphabet, Amazon, Meta, and Tesla) led markets lower with all but Meta posting double-digit losses from January

Market Commentary: Stocks Chop With Trump 2.0 at the Helm Read More »