FINANCIAL BLOG

Commentary: High-Level Thoughts on Stock and Bond Markets in 2025

J. J. Wenrich CFP®

5 days ago6 min read

Commentary: High-Level Thoughts on Stock and Bond Markets in 2025

Before getting to the markets, let’s set the stage with some of our expectations for the economic environment in 2025.

Weekly Market Performance — December 6, 2024‍

J. J. Wenrich CFP®

Dec 58 min read

Weekly Market Performance — December 6, 2024‍

Major U.S. indexes ended mostly higher this week after the S&P 500 capped the best month of 2024 to end November.

Commentary: A Basket of Uncertainty Bolsters the Dollar

J. J. Wenrich CFP®

Nov 247 min read

Commentary: A Basket of Uncertainty Bolsters the Dollar

The dollar’s continued climb higher has been predicated on a host of factors.

Weekly Market Performance — November 22, 2024

J. J. Wenrich CFP®

Nov 218 min read

Weekly Market Performance — November 22, 2024

U.S. stocks bounced back this week as focus turned to earnings reports, highlighted by NVIDIA’s (NVDA) much-anticipated third quarter result

Commentary: Trade, Tariffs, and Inflation

J. J. Wenrich CFP®

Nov 176 min read

Commentary: Trade, Tariffs, and Inflation

One of the biggest fears for investors right now is the resurgence of inflation from adverse effects of Trump’s potential trade policy.

Weekly Market Performance — November 15, 2024

J. J. Wenrich CFP®

Nov 148 min read

Weekly Market Performance — November 15, 2024

U.S. stocks pulled back this week as post-election momentum lost steam, paired with falling rate cut odds after hawkish remarks from Federal

J. J. Wenrich CFP®

Nov 109 min read

Commentary: Election Day Takeaways

Investors welcomed the news with renewed risk appetite, bidding the S&P 500 to its 50th record high of the year on Friday.

Weekly Market Performance — November 8, 2024

J. J. Wenrich CFP®

Nov 78 min read

Weekly Market Performance — November 8, 2024

U.S. stocks returned to positive territory, powered by long-anticipated U.S. election results and the second rate cut in the Federal Reserve

Commentary: Election Stock Market Playbook

J. J. Wenrich CFP®

Nov 312 min read

Commentary: Election Stock Market Playbook

As Election Day approaches, we discuss potential stock market implications of various possible outcomes.

Weekly Market Performance — November 1, 2024

J. J. Wenrich CFP®

Oct 318 min read

Weekly Market Performance — November 1, 2024

Despite a strong rally on Friday, stocks ended mostly lower to close an action-packed week for markets.

Commentary: What Scares Us About the Economy and Markets

J. J. Wenrich CFP®

Oct 2710 min read

Commentary: What Scares Us About the Economy and Markets

Stocks have done so well this year that it’s fair to say market participants haven’t feared much.

Weekly Market Performance — October 25, 2024

J. J. Wenrich CFP®

Oct 248 min read

Weekly Market Performance — October 25, 2024

Major U.S. indexes ended the week mixed, as the S&P 500 snapped a string of weekly gains while the Nasdaq Composite delivered a solid weekly

Commentary: A Q3 Earnings Season Preview, Key Drivers and Key Factors

J. J. Wenrich CFP®

Oct 209 min read

Commentary: A Q3 Earnings Season Preview, Key Drivers and Key Factors

The bar for third quarter earnings is low, with analysts currently expecting only about a 3% increase in S&P 500 earnings per share (EPS).

Weekly Market Performance — October 18, 2024

J. J. Wenrich CFP®

Oct 178 min read

Weekly Market Performance — October 18, 2024

Major indexes recorded yet another weekly advance, overcoming choppy tech trading and a mid-week rotation which benefited economically sensi

Commentary: Happy Second Birthday Bull Market – Here’s to a Third!

J. J. Wenrich CFP®

Oct 136 min read

Commentary: Happy Second Birthday Bull Market – Here’s to a Third!

On October 12, 2022, there were very few comments suggesting that a new bull market was in the throes of being born as the S&P 500 opened at

Weekly Market Performance — October 11, 2024

J. J. Wenrich CFP®

Oct 108 min read

Weekly Market Performance — October 11, 2024

U.S. stocks’ string of weekly gains continued, and the S&P 500 reached another record high despite choppy trading as markets repriced Federa

Commentary: Just When We Recalibrated, Another Shock Arrived

J. J. Wenrich CFP®

Oct 67 min read

Commentary: Just When We Recalibrated, Another Shock Arrived

The new buzzword — recalibration — implies mechanical fine-tuning, but unfortunately, the macro economy is not that robotic.

Weekly Market Performance — October 4, 2024

J. J. Wenrich CFP®

Oct 38 min read

Weekly Market Performance — October 4, 2024

U.S. stocks edged lower this week, pausing a sting of weekly gains after securing monthly gains on Monday, defying historical trends of weak

Commentary: Gold Rally Is No Flash in the Pan

J. J. Wenrich CFP®

Sep 295 min read

Commentary: Gold Rally Is No Flash in the Pan

When it comes to investing, gold may be the antithesis of artificial intelligence (AI). The precious metal has acted as a store of value for

Weekly Market Performance — September 27, 2024

J. J. Wenrich CFP®

Sep 268 min read

Weekly Market Performance — September 27, 2024

U.S. stocks printed another weekly gain to place major indexes well on track for monthly gains, and to buck historical trends of weak return