From Our Point of View

November witnessed a market rebound, with the S&P 500 up 5.6%, fueled by lower inflation and the Federal Reserve's indication of a potential slowdown in rate hikes. International markets also surged, yet the S&P 500 and NASDAQ remain down for the year. As the Fed raised rates and hinted at adjustments, the economic landscape faces complexities, reflected in CPI, PPI, and job market dynamics. Explore the impact of the mixed post-midterm election government and global market trends, providing valuable insights for investors navigating uncertainty.

Most entrepreneurs don’t know their asset allocation. It’s one of the first things we help calculate when we bring on a new client. Why is this so important?

The market is at an all-time high, and inflation is rising. This presents many challenges.