Markets in May Headlines have dominated the market the past two months and the week-to-week market direction has been manic.  $10,000 invested in the S&P 500 in 1970 grew to over $2.6M at the end of March 2024, ignoring fees and taxes.  During that period of time: From 1965

  Markets in April March saw stock markets rise again with the S&P 500, NASDAQ, and DJIA indexes all closing Q1 at or near all-time highs. But there’s a lot going on underneath the surface. A lot of economists and strategists have been predicting a slowdown in the US economy,

    MARKETS IN MARCH The connection between stocks & interest rates. Stocks have an inverse relationship with interest rates. When rates are rising, that is seen as a headwind for stock appreciation.  And the opposite is true, when rates are falling that is typically good for stock prices. Further,

  MARKETS IN JANUARY Asset classes were mixed in January.  US large cap and Intl stocks were slightly positive, while mid and small cap stocks gave back some gains from Q4.  Bonds held steady close to even with an income yield still above 4%. Economy seemingly on good footing Economic

  Well 2023 is history, and what an interesting year it was.   Wall St started the year with an overwhelming consensus that recession was imminent. The Fed hiked rates 4 times this past year but has paused since August. The S&P 500 ended the year with the Top 10 names

1.   2023 has generally been a good year for equities, but be mindful of index concentration As of 11/30, for 2023 just about all stock indexes are in the black.  The S&P 500 is up a handsome +20%, but that’s not the case for most of the other equity asset

Recent Investment Focus webinar with the St James Investment Co. We talked about how interest rates affect stocks, about the Magnificent 7 making the S&P 500 more concentrated than it’s ever been, and we talked about St James’ patient, time-tested approach to value investing and how owning great businesses helps

Equity markets finished the 3rd quarter on a two month skid. Rising oil prices and interest rates were the main culprits for this. Looking back, this feels like a market that got out over its skis up through July and spent the last two months back pedaling to more reasonable

Stock Markets cooled off in August The August decline seems to be not such a bad thing. Not a good thing, per se, but good in the sense that it may be healthy for the market.  Staving off the proverbial irrational exuberance and keeping expectations in check. The S&P 500

Stock indexes posted strong gains in July. US Large cap and International stocks were up over 3% and US Small Cap and Emerging Market stocks were up more than 6% during the month. Primarily led by the Fed’s pause on interest rates in June, and the continued trickle of positive

 Take a look at the July market recap from Joe Gallemore, CIMA® Partner & Director of Investment Management for Argent Bridge Advisors. Watch the video now!

Take a look at the June market recap from Joe Gallemore, CIMA® Partner & Director of Investment Management for Argent Bridge Advisors. Watch the video now!