FROM THE DESK OF ANDRÉS

Articles

Can This Stock Market Rally Continue?

Can This Stock Market Rally Continue?

Can the Bull Market Continue? To most people’s surprise, stock markets around the world are up. Market timing is rarely a winning strategy. It’s one of the reasons we encourage investors to develop their own personal investment strategies and stick to them. Our...

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Labor Markets May Be Coming Off Their Highs

Labor Markets May Be Coming Off Their Highs

The U.S. economy has proven to be more resilient in the first half of 2023 than many expected, as strength in the labor market has helped support consumption. But how much momentum does that labor market have? This week’s chart looks to quantify labor market momentum...

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Stock Markets Higher in First Half of 2023

Stock Markets Higher in First Half of 2023

We are now in the second half of 2023. In the first half of 2023, stock markets did well. Both in the US and around the world. The S&P 500 is up 16.89% thru 6-30-2023. Other stock indexes also have done well. Developed market (DM) and emerging market (EM)...

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2023 Midyear Outlook – The New Reality for Investors

We are now mid-way through 2023, and I thought it a great time to look at the 2023 investment markets. See what has happened in the first half of 2023 and what's possibly to come moving forward. We have included a comprehensive Midyear Outlook issue for you to...

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What’s The Fed going to do?

What’s The Fed going to do?

The Fed (aka the  FOMC ) is scheduled to decide on US interest rates this Wednesday and according to JP Morgan they should consider pausing the rate increases. On Wednesday, the Fed should provide more clarity on the trajectory of rates after vacillation in market...

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Economic Outlook: Mild Recession, Strong Recovery

Now that the debt ceiling has been raised, let’s take a look at the economic outlook from Capital Group. The global economy has managed to avoid a recession in recent months, thanks to resilient consumers, a surge in travel and leisure activities, and the reopening of...

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Debt Ceiling and Market Volatility. What to Do?

Debt Ceiling and Market Volatility. What to Do?

During periods of volatility in the stock market like we are currently having, you may have doubts about your long-term investment strategy. It’s important to remember this quote from Warren Buffett: “The market is the most efficient mechanism anywhere in the world...

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The U.S. Debt Ceiling Debate

The U.S. Debt Ceiling Debate

We have included a summary of the U.S. Debt Ceiling Debate article written by Lord Abbett. The full article can be found here. Investors, and the U.S. Federal Reserve (Fed), are increasingly focused on the looming showdown over the U.S. budget and the statutory limit...

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Why Market Timing Doesn’t Work

Why Market Timing Doesn’t Work

2023 has been quite the volatile investment market. The S&P 500 was up 6.18% in January, down -2.61% in February, up 3.51% in March and slightly up 1.46% in April. You might be tempted to time the market on when you buy. In the immortal words of Grandmaster Flash...

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E2E Alert! SIM Swapping

E2E Alert! SIM Swapping

  E2E Alert! SIM Swapping. What happened to one of our clients… We had a scary call from one of our clients last Friday. She had her cell phone data stolen and one of her bank accounts hacked and money taken. Things are now under control but it is a reminder to...

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Tax Ideas

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