Resources
Market Commentary | November 4th, 2024
Week in Review... With this past week being the last full week before investors go to the election polls, labor market numbers and inflation were the focus as markets struggled to overcome a surprise in payroll numbers. The S&P 500 fell 1.37%, continuing a...
Weekly Market Commentary | October 28th, 2024
Week in Review... The major indices exhibited mixed performance for the week ending October 25, 2024. The S&P 500 declined by 0.96%, ending its six-week winning streak The Dow Jones Industrial Average fell by 2.68%, also recording its first weekly loss after six...
Weekly Market Commentary | October 21st, 2024
Week in Review... As quarterly earnings come to an end, all major indices ended the week in positive territory, as small caps led with the Russell 2000 ending the week up 1.87%, leading to signs that small cap stocks are continuing their third quarter turnaround this...
Weekly Market Commentary | October 14th, 2024
Week in Review... With all major indices posting positive results, the S&P 500 also ended at a fresh all-time high, closing above 5,800 for the first time. Meanwhile, the Nasdaq is now approximately 1.6% below its July 10 record close. Weekly performance for the...
Weekly Market Commentary | October 7th, 2024
Week in Review... The financial markets continue to adjust their views on interest rates and inflation, with all major indices posting positive results, and the 10-Year Treasury rising 18 basis points (bps). The S&P 500 rose 0.22% The Dow Jones Industrial Average...
Weekly Market Commentary | September 30th, 2024
Week in Review... The financial markets demonstrated resilience this week, with most major indices posting positive results. The S&P 500 rose 0.62% The Dow Jones Industrial Average climbed 0.59% The Nasdaq Composite finished the week up 0.95% The 10-Year Treasury...
Weekly Market Commentary | September 23rd, 2024
Week in Review... This week, the market’s eyes were all on the Fed which delivered a 50-basis point cut, the first rate cut since March 2020. Markets rallied with the end of the Fed’s tightening cycle. The S&P 500 rose 1.36%, following the prior week’s strong...
Market Commentary | September 16th, 2024
Week in Review... U.S. stock markets rallied after a significant downturn last week. A recap of the week, as of September 13, 2024: The S&P 500 surged 4.0%, marking its strongest weekly gain of the year The Dow Jones Industrial Average climbed 2.6%, recovering...
FP Code of Ethics
FPA Code of Ethics All financial planning services will be delivered in accordance with the following standard of care:Principle 1 Integrity Provide professional services with integrity.Principle 2 Objectivity Provide professional services objectively.Principle 3...
Market Commentary | September 9th, 2024
Week in Review... U.S. stock markets experienced a significant downturn this week, marking their worst performance since March 2023: The S&P 500 fell 4.25% for the week The Dow Jones Industrial Average declined by 2.93% The Nasdaq Composite...