[Cup of Joe] June 2025 Market Updates
Watch June’s Cup of Joe to learn why single-stock risk matters. Understand how concentrated holdings, volatility, and timing risk can impact your portfolio—and why diversification helps. Subscribe to our YouTube channel for thoughtful financial insights designed to help you stay focused on what you can control.
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[Cup of Joe] May 2025 Market Updates
Watch May’s Cup of Joe for tips on staying grounded when markets shift. Learn how to manage big expenses, filter the news, and prepare your response ahead of time. Subscribe to our YouTube channel for thoughtful financial insights designed to help you stay focused on what you can control.
[Cup of Joe] April 2025 Market Updates
We encourage you to watch our State of the Markets webcast with a guest Panelist from JP Morgan. It covers many of the important, fundamental topics that investors should be focusing on at the moment. Soon to be available on our Youtube channel.
[Cup of Joe] March 2025 Market Updates
State of the Markets: Top 5 Questions – Webcast on Thursday, 3/27 at 11:00 AM EST. With guest commentator from JP Morgan.
Market Turbulence
US stock indexes are experiencing considerable volatility driven by the uncertainty from policy shake ups, primarily with tariffs. The US market started the year at already-expensive levels. And price declines of 5% to 10% are common occurrences. The market may be waiting for uncertainty to diminish before it switches back into growth mode.
[Cup of Joe] February 2025 Market Update
Insights on Tariffs
Tariffs are, by nature, inflationary. But don’t expect a sharp rise to levels we experienced in 2022.
Good reason to believe these will be short-term.
Realistic expectation of some level of universal tariff to remain in place.
Expect volatility while the Tariff Game is being played and surf through it.
The American population has a profound ability to adapt and thrive, like they do when Congress changes tax rates.
[Cup of Joe] January 2025 Market Update
Mixed emotions of a good year.
– S&P 500 returned 25% which makes it two years in a row the index was up that much. US midcaps & Small caps returned low double digits. And International and Emerging Market stocks contributed modestly gaining 4.4% and 8% respectively.
– The Aggregate Bond Index was positive 1.3% while dealing with a swirling interest rate climate throughout the year.
– The Top Dogs were the areas that have dominated performance for 2 years. In fact, Mag7 accounted for 55% of the S&P 500’s price return in 2024.
– Fight the urge to chase performance. Chasing returns is an endless game of comparing one asset to another… A grass-is-always-greener situation.
Cup of Joe: Markets in December
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[Market Recap] Cup of Joe: November 2024 Market Update
Cup of Joe Markets in November As the end of the year approaches, it’s a great time to assess your financial strategy and ensure you’re maximizing key opportunities. In this […]
Cup of Joe: Markets in November
As the end of the year approaches, it’s a great time to assess your financial strategy and ensure you’re maximizing key opportunities. In this month’s Cup of Joe, we cover important year-end topics, from boosting your 401(k) contributions to understanding market volatility in light of elections. Join us as we walk through these essential steps to wrap up the year on solid financial footing and set yourself up for a successful 2025.
[Market Recap] Cup of Joe: October 2024 Market Update
Cup of Joe Markets in October A teammate of mine recently posed a simple question, “Why not just put everything [in a 401K account] in one fund, like the […]
