by Bill Spalding | Jan 17, 2025 | Market Commentary
2024 YEAR IN REVIEW Congratulations to you all on the growth of your portfolios! Here is to hoping for a positive new year and continued success. Reflecting back a year and a half, I redesigned many of our portfolios based on my expectation that the end of our bear...
by Bill Spalding | Dec 13, 2024 | Market Commentary
THE MARKETS Will there be a Santa Rally? A Santa Rally refers to a tendency for markets to rise during the last weeks of December. Of course, it’s not guaranteed but it’s a well-known seasonal pattern. United States stock markets are serving another cup of cheer this...
by Bill Spalding | Nov 19, 2024 | Market Commentary
What’s Next Are we witnessing an historic event? For an airplane or a spacecraft, a soft landing occurs when the vehicle “touches the ground in a controlled and gradual way that does not damage it,” according to The Britannica Dictionary. For the American...
by Bill Spalding | Oct 10, 2024 | Market Commentary
What’s Next Asset allocation is important because it helps manage the risks and rewards of investing. In general, investments have different levels of risk and the potential return (or reward) for taking that level of risk is a higher return. For example,...
by Bill Spalding | Sep 13, 2024 | Market Commentary
What’s Next Investing in September/October is often full of surprises. History suggests September is often the slowest month of the year in terms of stock-market performance. The Standard & Poor’s (S&P) 500 Index “has generated an average monthly decline...
by Bill Spalding | Aug 14, 2024 | Market Commentary
The Markets Stock markets swelled and dropped like waves at the Olympic surfing competition in Tahiti.It is often said that markets hate uncertainty. There was a lot of uncertainty last week, and it showed. “The technology-heavy Nasdaq 100 Index soared 3 [percent] on...
