Ho Ho No
January 7th, 2025
CIO Insights
Santa Rally Fails To Materialize But Stocks Log Epic Year Stocks ended 2024 with a whimper, as the S&P500 lost -2.4% in December to close at 5,882. The fabled “Santa Claus rally,” which generally sees the market post strong gains...
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Gravy, Gratitude, & Market Gains
December 6th, 2024
CIO Insights
Black Friday concluded the final day of November trading, and the holiday-shortened session put an exclamation point on a tremendous month for equities. Following a quick and conclusive election – which saw Republicans advance in almost all categories – markets...
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Yielding The High Ground
November 7th, 2024
CIO Insights
October ended with a downturn for the major indices, which were spooked by mixed corporate earnings, increasing bond yields, and the looming presidential election. The S&P500 gave back modest ground during the month, losing -0.92% during the period to close...
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Rate Cuts Engaged
October 4th, 2024
CIO Insights
Financial markets defied typical September weakness – often the worst-performing period of the year – to conclude a winning month and quarter. The S&P500 closed at a record level, gaining 2.1% to post its first positive September in five years....
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Signals Sent
September 13th, 2024
CIO Insights
After hitting all-time highs in July, cracks began to appear during the month of August. The unofficial last summer month began with a ferocious sell-off, resulting in the S&P500 dropping 6% during the first three days alone and the Magnificent...
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The Great Rotation
August 20th, 2024
CIO Insights
Like Independence Day fireworks, equity markets popped off in July, with the S&P500 notching its 10th consecutive monthly gain and tagging its 38th all-time high during the month. Impressive. Beneath the hood however, the price action was choppy and rotational,...
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Halftime!
July 7th, 2024
CIO Insights
Posted by Jason Edinger on Tue, 07/02/2024 - 11:22 First Half Highlights Tempus fugit. An apt Latin reminder that time is fleeting. With the first half of 2024 already in the books, the year is flying by, and equity investors have been rewarded thus...
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Nvidia Games
June 11th, 2024
CIO Insights
Posted by Jason Edinger on Sunday, March 3, 2024 The rally rolls on. Hard. Statistically, February is a challenging month, but this go ‘round the bulls defied the odds to end squarely in the green (and in record territory). The...
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Rain Down On Me
June 11th, 2024
CIO Insights
Posted by Jason Edinger on Friday, May 3, 2024 Indisputably, the weather affects mood, and the mood amongst investors in April was gloomy and downbeat. Equities endured a tough start of quarter, with the S&P500 posting both its first monthly...
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Four Stars Out Of Five
June 11th, 2024
CIO Insights
Posted by Jason Edinger on Tuesday, June 4, 2024 May was a solid month for equity markets, rebounding from a weak April to close in the black for the fourth month out of five this year. All the major benchmark...
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What Can a Financial Advisor Do for You?
April 5th, 2024
Financial Guidance
How can you get closer to achieving your financial goals? Depending on your income, assets, investments, and personal knowledge of finance, you may feel you can do a great job managing your money on your own. But according to a...
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