Weekly Market Recap | January 9, 2023

Week in Review Equity Markets: The S&P 500 ended a skid that lasted three weeks, closing the week up 1.4%. The index flipped positive after the strong rally Friday, fueled by optimism of slowing inflation. The index spiked 2.3% on Friday after the labor market report was released prior to the market open. This week earnings season will jump into…

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Quarterly Insights | January 2023

Surging Inflation and Interest Rates Pressured Both Stocks and Bonds in 2022 Easing inflation pressures and a resolution of the fiscal turmoil in the United Kingdom fueled a strong rally in stocks and bonds early in the fourth quarter, but hawkish Fed guidance, disappointing economic data, and rising global bond yields weighed on markets in December. The S&P 500 finished…

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Weekly Market Recap | January 3, 2023

Week in Review Equity Markets: The final trading day for 2022 is in and the S&P 500 had a price return of -19.4%. After posting two monthly gains in a row, major indices ended the final month on a weaker note. The style shift that dominated the year held true in December with the Dow ending down 4% while the…

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Weekly Market Recap | December 27, 2022

Week in Review Equity Markets: The equity market saw mixed results last week. Value names led the way upward while growth companies lagged. The S&P 500 ended the week down 0.2%. The S&P 500 sits ~20% below its all-time high, which is nearly a full year ago. If there is not a strong rally in the upcoming week, this will…

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Weekly Market Recap | December 19, 2022

Week in Review Equity Markets: The S&P 500 ended the week down 2% after a strong start. The market rallied on the softer-than-expected CPI report Tuesday and hoped this would lead the Fed to make a dovish pivot. The optimism was squashed following the press conference with Fed Chairman Jerome Powell. The hopes of a less aggressive rate policy shifted…

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Weekly Market Recap | December 12, 2022

Week in Review Equity Markets: The S&P 500 snapped a two-week winning streak last week, ending the week down 3.4%. The majority of the loss occurred on Friday. The drawdown was a reaction to mixed inflation data and concerns that it could impact monetary policy. The market rallied nearly 12% off the October lows and gained steam in recent weeks…

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Roth Conversions in a Bear Market | December 9, 2022

Roth Conversions in a Bear Market 2022 has been a difficult year for investors, but the market decline can present the potential to capitalize on a long-term tax savings plan by converting traditional IRA funds to a Roth IRA. What Is a Roth IRA? Roth IRAs are individual retirement accounts that are set up with contributions from assets on which…

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Weekly Market Recap | November 28, 2022

Week in Review Equity Markets: The S&P 500 finished the holiday-shortened week up 1.5%. The S&P has rallied nearly 12% from its mid-October low. The rally last week was supported by the Fed minutes that indicated the Fed could begin to slow the pace of rate hikes sooner rather than later. Fixed Income Markets: The headline event for the week…

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Krilogy Market Update November 2022

Market Perspective Video | November 2022

As we approach the final stages of 2022, opportunities exist in both the stock and bond market, which have both discounted quite a bit in looking forward to 2023. We assess the current environment and what is taking place below the surface of the market indices. Important Disclosures

Weekly Market Recap | November 21, 2022

Week in Review Equity Markets: The S&P 500 ended the week nearly flat at -0.7%. The market could not keep the momentum from the previous week. There are two major factors of concern: deteriorating economic numbers, and uncertainty regarding the pace of future rate hikes. 94% of S&P 500 companies have reported earnings. 69% have beaten earnings expectations and 71%…

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