Market CommentaryInvestment Oversight
Market Update – January 24, 2025
Welcome Back President Trump: Major Index Performances (as of Friday 2 pm): The Trump Rally Continues: Donald J. Trump was sworn in as President on…
3 min read · January 24, 2025
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Investment Oversight
Everything we've published on Investment Oversight.
- Market CommentaryInvestment Oversight
Market Update – January 17, 2025
Volatility is back: Major Index Performances (as of Friday Morning): News driven market movement: On Friday January 10th the stock market fell 1.5%…
3 min read · January 17, 2025
- Market CommentaryInvestment Oversight
Market Update – January 10, 2025
Jobs, Jobs, Jobs Major Index Performances (as of Friday 1:00pm): S&P 500: The benchmark index dropped (-1.7%) Dow Jones Industrial Average: The Dow fell…
2 min read · January 10, 2025
- Market CommentaryInvestment Oversight
Market Minute – January 3, 2025
Happy New Year! Major Index Performances (as of Thursday): January Barometer: The correlation between the market’s performance in January and the rest of…
3 min read · January 3, 2025
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Market Update – December 27, 2024
The Santa Clause rally made one last push during this Holiday shortened week. Major Index Performances (as of Thursday): S&P 500 : The benchmark index…
2 min read · December 27, 2024
- Market CommentaryInvestment Oversight
Market Outlook – December 20, 2024
The Federal Reserve cut interest rates by .25% on Wednesday of this week, however they indicated cuts in 2025 may be fewer than originally anticipated…
3 min read · December 20, 2024
- Market CommentaryInvestment Oversight
Market Update – December 13, 2024
The Nasdaq crossed 20,000 for the first time but was not able to sustain above the threshold. Major Index Performances (as of Thursday): S&P 500 : The…
2 min read · December 13, 2024
- Market CommentaryInvestment Oversight
Market Update – December 6, 2024
The Nasdaq is leading the market this week Major Index Performances (as of Wed): President Trump unleashes the Animal Spirits: Reaction to…
2 min read · December 6, 2024
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Market Outlook November 29, 2024
. The shortened holiday trading week has not slowed the volatility of the market. Major Index Performances (as of Wednesday 1:00 pm): S&P 500 : The…
1 min read · November 29, 2024
- Market CommentaryInvestment Oversight
Market Update – November 22, 2024
It looks like the “Trump Trade” is continuing as the market shook off last week’s decline to post another solid performance. Major Index Performances (as…
2 min read · November 22, 2024
- Market CommentaryInvestment Oversight
Market Update – November 15,2024
The euphoria of the election is slowing down, and the market has begun to level. Though the indexes last week were positive, there were several pockets…
3 min read · November 15, 2024
Market CommentaryInvestment OversightPost Election Markets
Why Did the Market Rise Post-Election? Historically, markets tend to react more to uncertainties and resolutions than to specific political outcomes…
3 min read · November 15, 2024
ArticleInvestment OversightThe Benefits of Having a Financial Advisor
Navigating the complexities of personal finance can be daunting, but with the guidance of a skilled financial advisor, you can transform uncertainty into…
3 min read · November 8, 2024
- Market CommentaryInvestment Oversight
Market Update – November 8, 2024
The Presidential Election was front and center this week as the market began to rally Tuesday in anticipation of election results. Basically, the markets…
2 min read · November 8, 2024
- Market CommentaryInvestment Oversight
Market Update November 1, 2024
It has been a bumpy week for the market. Earnings season is in full stride with several stocks reporting this week. Microsoft, Apple, Meta, and Alphabet…
2 min read · November 1, 2024
Market CommentaryInvestment OversightThe Stock Market and Election Years
During election years investors tend to be a bit more concerned about the stock market than in non-election years. Depending on which candidate wins…
2 min read · November 1, 2024
- Market CommentaryInvestment Oversight
Market Update – October 25, 2024
Earlier this year OmniStar released an episode of Were Talking Money where Phil compared two approaches to funding retirement. The first was Dave Ramsey…
2 min read · October 25, 2024
- Market CommentaryInvestment Oversight
Market Update – October 18, 2024
Recently while flipping channels, I came across one of my favorite movies, Rocky. During Rocky’s match with Apollo Creed, he was knocked down repeatedly…
3 min read · October 18, 2024
Market CommentaryInvestment OversightBits & Pieces
Much like a curator ensures their museum provides an educational and entertaining experience, our goal with the Connection is to deliver something of…
3 min read · October 18, 2024
- Market CommentaryInvestment Oversight
Market Update – October 11, 2024
Major Index Performances (as of Thursday Close): For the second week in a row, Mother nature has unleashed her fury across the East Coast. Hurricane…
2 min read · October 11, 2024
Market CommentaryInvestment OversightHow the Presidential Election Will Affect Your Money
The phrase “It’s the economy, stupid,” coined by James Carville during Bill Clinton’s 1992 campaign, is still relevant. While unemployment remains low…
5 min read · October 11, 2024
- Market CommentaryInvestment Oversight
Market Update – October 4, 2024
The stock market has been rocky this week as investors digested escalating tensions in the Middle East as Iran opened an attack on Israel…
3 min read · October 4, 2024
- Market CommentaryInvestment Oversight
Market Minute – September 27, 2024
The stock market continued its record-setting rally this week fueled by a pledge from Beijing to support China’s economy with further stimulus just days…
2 min read · September 27, 2024
ArticleInvestment Oversight6 Habits of Successful Investors
As I do most mornings, I spend a little time reading and catching up on current events. A week or so ago I stumbled upon an article from Fidelity titled…
3 min read · September 27, 2024