RECENT NEWS
- Looking Back at a Year of Resilience and What to Expect in 2025on December 23, 2024 at 3:57 am
From shifting regulatory environments to technology advancements and persistent housing shortages, the themes of this year have set the stage for what’s to come in 2025.
- Costco says it's seeing a shift in how much people eat at home vs. at restaurantson December 23, 2024 at 3:57 am
Costco said it's seeing a boost in meat and produce sales. Costco's finance chief said in the Q1 2025 earnings call that there was a shift toward "food at home." The retailer posted strong growth this quarter, with sales increasing 7.5% from the year before.
- Decisions, Decisions: Choosing Among Retirement Plan Contribution Typeson December 23, 2024 at 3:57 am
Your retirement plan might allow pre-tax, Roth, and after-tax non-Roth contributions. Which should you choose?
- What do the gods of generative AI have in store for 2025?on December 23, 2024 at 3:57 am
OpenAI and Google have unveiled their next generation of products.
- Apple Is Adding ChatGPT to iPhones This Week. Here's How It Works.on December 23, 2024 at 3:57 am
ChatGPT is taking over questions that Siri can't answer.
Weekly Market Commentary
Revisiting Energy | Weekly Market Commentary | April 15, 2024
As the first quarter earnings season kicked off on April 12, expectations for the energy sector were decidedly negative. That low bar has tempted analysts to forecast a series of positive surprises as recent data releases for both the U.S. and China suggest a stronger economic underpinning, and the manufacturing sector appears to have bottomed in both countries. Oil demand — and prices — typically follow rising manufacturing and factory output, while rising consumer sentiment normally portends an increase in air travel, which also requires higher oil allocations.
What To Watch This Earnings Season | Weekly Market Commentary | April 8, 2024
This quarter will seem quite similar to the fourth in terms of growth and drivers, with mega cap technology leading the way. But importantly, the point when the “493” will start contributing to overall profits is drawing closer (the 493 refers to the S&P 500 minus the seven mega cap technology stocks). Here we preview first quarter earnings season, which will benefit from an improving economic environment and continued strength in technology.
IPOs as a Market Tell: What a Recent Uptick Could Mean | Weekly Market Commentary | April 1, 2024
The IPO process awards the largest portion of new shares to the institutional market by a wide margin. Here we provide an update on recent IPO activity, performance, and discuss why IPO activity matters for markets.
Navigating the Strategic Investing Landscape | Weekly Market Commentary | March 25, 2024
Strategic investing mirrors the steady rise and fall of the tides, focusing on long-term goals and expectations more stable akin to the predictable rhythm of oceans. On the other hand, investing in tactical time horizons resembles the dynamic nature of changing tides, responding to short-term market conditions like unpredictable surges and waves in the sea. Here we compare and contrast these two distinct processes and recap our recent strategic asset allocation change.
A Busy (And Perhaps Historic) Week For Central Banks | Weekly Market Commentary | March 18, 2024
While the Federal Reserve (Fed) meeting will likely take top billing in the financial media, it’s the Bank of Japan (BOJ) meeting on Tuesday that could be the real game changer. With inflationary pressures still above target in Japan, the BOJ may finally be ready to take interest rates out of negative territory for the first time since 2016. If true, the era of free money will finally be over, which could have an impact on U.S. markets.