Q4 Market Commentary – A Strong Summer Pointing to a Strong Fall

Stocks, bonds, and precious metals rallied during the third quarter with the S&P 500 up 5.25% and the Bloomberg US Barclay’s Aggregate Bond Index up 5.81% (YCharts). Stock market gains were broadly based across sectors and industries, in contrast to the first half of the year, when profits were narrowly concentrated among AI stocks and […]

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Ways to Protect Your Identity in Light of the National Public Data Inc. Data Breach

This post isn’t regarding Charles Schwab or any piece of software WELLth uses for financial planning and investment management.  Your accounts are safe!  Each vendor we use encrypts their data and uses multi-factor authentication to protect client information.  Additionally, we regularly review each vendors’ security protocols to ensure all client data is always safeguarded. —- I’m

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Stock Market Update: Goodbye July, Hello (Normal) Market Volatility

Following a relatively quiet June and a big stock rally during the first half of July, the last two weeks brought with them a return of normal stock market volatility. Sparking the most recent wave of selling, the Bureau of Labor Statistics’ August payrolls report missed expectations, with the economy only adding 114,000 jobs versus

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Third Quarter Commentary:  Interest Rate Cuts on Deck and Standing on the Shoulders of Tech Giants

Stock performance year-to-date has been a mixed bag with the vast majority of gains concentrated in mega-cap, domestic technology companies..  For example, the median year-to-date return for the largest 10 companies (using only the A-share class of Alphabet’s stock) in the S&P 500 is 30.4% as of July 1st.  The median year-to-date return of the other 490 companies in the S&P 500 Index is a just 2.9%

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Q2 Commentary – S&P 500 Concentration, Stock Picking, and Global Portfolio Management

Stocks continued their ascent to new highs into the new year, led by names at the forefront of artificial intelligence (AI) such as Meta, NVIDIA, Amazon, AMD, and Super Micro Computer. International stocks also edged higher, with the MSCI Europe, Asia, and Far East (EAFE) Index climbing 5.8% through the first quarter (MSCI) while bonds

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