Shifting Narratives

Markets have been more volatile lately. What’s going on?

Let’s take a quick look at the factors that are influencing markets right now.

1. The bull market narrative has shifted

For months, investors have told a “Goldilocks” story of a strong economy, tamed inflation, and interest rates that were soon to drop. However, stronger-than-expected economic data and sticky inflation have now complicated the story, and investors have become wary.

Q1 2024: Now What?

What conclusions should we draw from a high-flying first quarter?

Investors are feeling optimistic about 2024.

With the S&P 500 closing its fifth straight month of gains, it's clear that the bull market has legs. (6)

We can also see that the rally is broadening beyond a small number of technology stocks as investors build confidence in the economy. (7)

Broader confidence in company growth potential is great news for investors as it makes the rally less vulnerable to the individual fortunes of a few high-flying stocks.

Spring: Planting the Right Seeds

What does your “ideal life” look like?

Seriously, imagine it. The house. The city. The people. 

How long has it been since you allowed your mind to wander into the realm of possibility? Simply remembering what makes you happy. What you believe in. What inspires you. 

I hope it hasn’t been long. But if you’re like most of us––you’re always on the go and distracted, leaving pie-in-the-sky time as a low-rung priority.  

Record Highs, Rates, and Baltimore

The stock market rocketed to new record highs after the latest Federal Reserve meeting. (1)

Will markets continue to rise?

Will stocks take a dive after the recent record highs? What could the Baltimore bridge collapse mean for the economy? Let’s discuss.

Why are stocks on such a tear?

Despite some bumps in the road, markets have been on an extended rally that has gone on for months, notching new record highs along the way. (1)