In recent days, the U.S. stock market has experienced a steep decline and significant price volatility, with the broad market S&P 500 index falling over 10%. We want to share context, offer our perspective, and provide guidance during this period of volatility.
Chuck Cooper III, CFP®
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In the competitive financial advisory landscape and ongoing quest for new clients, advisors often miss an obvious opportunity –…
By Suzanne WoolleyApril 6, 2023 at 10:00 AM CDTCorrected April 11, 2023 at 2:28 PM CDT Banking turmoil and…
FIRST QUARTER 2023 RECAP In a nice reversal from last year’s market performance when the S&P 500 Price index was…
Against a backdrop of tightening monetary policy, heightened geopolitical tensions, weakening economic data, fatigued business and consumer confidence, atypical currency movements, an overall risk-off atmosphere for stocks through the first three quarters of this year, and U.S. midterm elections on Tuesday, November 8th, investors should prepare for further volatility over the remaining months of this year.
A turbulent first half of 2022 The Oxford English Dictionary defines turbulent as “characterized by conflict, disorder, or confusion; not…
Bloomberg LP’s Suzanne Woolley, Personal Finance writer, begins “It’s tough to know what to invest in when your world has…