The past three months saw a continuation of a tech stock driven market rally, and as non-tech stocks also began to rally, confirmed that a sustainable bull market is in motion.
The Standard & Poor’s 500 Index is up 10.16% so far this year and up 29.71% over the past 12 months.
U.S. interest rates, based on […]
The major US and world stock indices had a volatile year in 2023, influenced by various factors such as the banking crisis, Federal Reserve Board policy, inflation, and geopolitical tensions. Here is a brief summary of their performance:
The capitalization weighted S&P 500 gained 24.2%, driven primarily by a handful of technology companies that came to […]
“…the Fed Board seems to be convinced that inflation must be stopped at all costs, so there is a good chance they will overshoot. Employment remains strong as does consumer spending. Resistance to inflationary price hikes appears to be absent. Therefore, I would not be surprised to see 10 Year T-bonds at 6%, even near 7% before […]
Our Medicare retirement healthcare system is confusing to most who are approaching eligibility at age 65. The article below may help your understanding. It was current as of September 2023:
The ABCs (And D’s) Of Medicare Coverage Financial Advisor, September 22, 2023 by Jennifer Lea Reed
The Tech stock train leaves the station, or so it seems
We missed much of the blistering tech stock rally seen in the first seven months of 2023. This is unsurprising as most clients want moderate growth without the terrifying volatility that technology and similar growth stocks generate. Coming off a tech stock bear market, I […]
As we entered the second quarter, investors were spooked by an ongoing rescue of smaller banks after suffering "runs." Since one of these, Silicon Valley Bank (SVB) held liquid assets for start-up technology companies as well as the financiers who invest in these ventures, the government decided that these were […]
Most clients of Trusted Financial will open their monthly statement and find a bit of relief as a stock market rally ignored a potential meltdown for banks. Still, there seemed to be plenty of investors trying to call a bottom to the bear market. Some Media pundits are now declaring that a new bull […]
NOTE: This report is highlighted with screen shots from the live presentation given to clients who were at our annual Client Holiday Luncheon back in early December. Graphs and stats have been updated where appropriate.
Greetings to All and Happy New Year!
As the photo below suggests, Santa delivered a […]
“Over forty years ago the country was experiencing high inflation, eating away at the well being of families and especially of retirees.
Economist Milton Friedman explains the cause of inflation in a brief video that is just as relevant today as it was decades ago.”
“Losing 5% was the Best you could do in Stocks and Bonds this quarter” Headline on Bloomberg.com March 31, 2022
It was not a fun quarter in which to be responsible for people’s investments. While equities, especially high flying tech stocks, were surrendering back much of […]