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Market Update: What Is Driving The Stock Market’s New Highs?
The S&P 500, the main yardstick for U.S. stocks, has once again reached record highs. A mild inflation report gave markets a boost, reversing a brief dip caused by a downward revision to earlier job numbers. Bonds have also climbed in value as investors grow
New Deductions, New Highs: What Changed After the July 4th Tax Bill
Market Update, July 2025 I hope everyone enjoyed a wonderful Independence Day weekend. Since the last July 4th, the S&P 500 has risen nearly 15%, the Nasdaq by nearly 14%, and international stocks by more than 16%. As recently as April 8th, the S&P 500
Market Update, June 2025
As we approach the midpoint of the year, the S&P 500 has already made a full recovery (as of May 13th) from its 15.28% decline, and the index seems to be itching to get to its prior all-time-high that was set on February 19th. International stocks
Market Update, May 2025
On April 8th, the S&P 500 was down 15.28% year-to-date. It has since recovered and is now down only 5.45% year-to-date. It’s a nice recovery—though, of course, the index is still negative for the year. Fortunately, other components of a diversified portfolio are positive in
Bonds for Inflation – Series I Bonds
The 9.62% interest rate looks high; however, the *real* interest rate is about the same as it has always been… effectively zero – or negative when taxes are taken into account.
Ukraine War Market Impact Update
Since the war in Ukraine began, its effects on the financial and energy markets have dominated the financial news. I decided to send this quick newsletter update to address some common concerns. 1. First, some perspective: The stock market has actually been mostly flat since Russia invaded
