Weekly Market Recap | December 4, 2023

Week in Review Equity Markets: The S&P 500 notched its fifth consecutive positive week in a row, ending up 0.8%. This brings its year-to-date return to 21.5%. A slight style shift has started to occur over the past couple of weeks. Large Cap Value has started to build momentum, leading its Growth counterpart last week with a return of 2%…

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Weekly Market Recap | November 27, 2023

Week in Review Equity Markets: The major indices rose for the fourth week in a row. The S&P 500 finished the holiday-shortened week up 1.02%.  The equity market broadened out last week with all market capitalization and styles finishing the week in the green. The Russell 1000 Growth slightly outperformed its Value counterparty by 0.02% with a weekly return of…

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Free Tax Tips on Social Media – You Get What You Pay For

Social media has become an integral part of our daily lives, so it’s no surprise that people turn to it for advice on a wide range of topics. However, when it comes to tax advice, social media is not the place to go. While it may be tempting to ask for help from online friends or follow the advice of…

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Weekly Market Recap | November 13, 2023

Week in Review Equity Markets The S&P 500 continued its rally from the prior week and finished in the green, up 1.4% for the week. The NASDAQ led the way finishing up 2.4%. The Russell 1000 Growth Index rose 3.02% last week, widening its year-to-date spread relative to its value counterpart to 31.68%1. The Russell 1000 Growth is up 32.46%…

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Weekly Market Recap | November 7, 2023

Week in Review Equity Markets: October marked the third consecutive month of declines, but strong economic data, slowing labor market numbers, and the pause by the Fed fueled a strong rally to start the month of November. The S&P 500 moved out of correction territory and ended the week up 5.9%. All major markets were in the green, but the…

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Weekly Market Recap | October 30, 2023

Week in Review Equity Markets: The markets experienced significant drawdowns last week. The S&P 500 fell 2.5% and closed in correction territory. Down 10.6% from the recent July high of 4,607. The NASDAQ fell 2.6% and the Dow was down 2.1% for the week. Large Cap Value is negative on the year by 3.66%, significantly behind Large Cap Growth’s year-to-date…

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Weekly Market Recap | October 23, 2023

Week in Review Equity Markets: Following a string of two weekly gains, the S&P 500 fell 2.38% last week. The NASDAQ fell 3.16% as yields jumped; the Dow was down 1.57% as investors abandoned high-growth sectors and flocked to value-oriented ones. Large-Cap Growth was 2.9% for the week while Large-Cap Value finished the week down 1.8%1. The earnings landscape has…

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Weekly Market Recap | October 16, 2023

Week in Review Equity Markets: The markets finished the week mixed with the S&P 500 and Dow Jones up slightly while the NASDAQ finished slightly in the red. The large disparity in year-to-date returns amongst various equity styles, market capitalizations, and geography are eye-opening. Much of the year-to-date rally has been due to only a handful of the largest companies…

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Weekly Market Recap | October 9, 2023

Week in Review Equity Markets: The S&P 500 snapped a four-week skid and finished in the green by 0.5% following a strong rally on Friday to close out the week. The markets saw volatility throughout the week as investors digested multiple employment reports and economic health data. Despite the jump in yields, the tech-heavy Large Cap Growth style outperformed last…

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Quarterly Market Newsletter | October 2023

Q3 2023 Review The weakness we anticipated coming into the quarter arrived and the S&P 500 ended down 3.3%. A strong rally in July saw the S&P 500 hit 4,607 intraday, which marks the highest level of the index going back to April of 2022. The rally stalled in the months of August and September as seasonal headwinds, higher rates,…

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