Skip to main content

May Market Update

 Greetings!

I hope you are doing well!

The latest market recovery, driven by optimism about trade deals, resilient economic fundamentals, easing inflation, and strong corporate profits, serves as a reminder that periods of turmoil often create investment opportunities. Despite potential short-term disruptions and stagflation risks, investors are advised to stay the course and maintain their long-term strategies, as history shows that markets tend to reward disciplined, long-term investors.

Please contact my anytime with at (734) 272-4322 or email at cyril.white@fourfinancial.com with your questions and concerns!


Sincerely,                                                         

Cyril

Certified Financial Planner(tm) 


Securities offered through LPL Financial | Member FINRA/SIPC. Investment advisory services offered through Four Financial Management a registered investment advisor & separate entity from LPL Financial.

 This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change.

 References to markets, asset classes, and sectors are generally regarding the corresponding market index. Indexes are unmanaged statistical composites and cannot be invested into directly. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. All performance referenced is historical and is no guarantee of future results. Any company names noted herein are for educational  purposes only and not  an indication  of trading intent  or a solicitation  of their products or services.

 Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. LPL Financial does not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.

 All index data from FactSet.

 The Standard & Poor’s 500 Index (S&P500) is a capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.

 All information is believed to be from reliable sources; however, LPL Financial makes no representation as to its completeness or accuracy.

 This research material has been prepared by LPL Financial LLC.

 Not Insured by FDIC/NCUA or Any

Other Government Agency         

Not Bank/Credit

Union Guaranteed  Not Bank/Credit Union

Deposits or Obligations    

May Lose Value



Comments

Popular posts from this blog

The 4 Biggest 401(k) Rollover Mistakes

  By Cyril S. White, Certified Financial Planner™   As people transition from one employer to another, many are still uncertain about what to do with their 401(k) plan when they leave their employer. Here are 4 of the biggest mistakes you should avoid when considering what to do with your 401(k).   A plan participant leaving an employer typically has four options (and may engage in a combination of these options as well), each choice offering advantages and disadvantages.   1.      Leave the money in his/her former employer’s plan, if permitted; 2.      Roll over the assets to his/her new employer’s plan, if one is available and rollovers are permitted; 3.      Roll over to an Individual Retirement Account (IRA); or 4.      Cash out the account value.  Each of these options can have a significant impact on your financial goals if not planned and implement...

9/17/2023 Weekly Market Performance

  Here is our research department's Weekly Market Performance analysis.  If you have questions or need anything else please contact me at (734) 272-4322 or cyril.white@fourfinancial.com  U.S. and International Equities Markets Mixed The major markets ended mixed this week as the utilities and consumer discretionary sectors led while information technology lagged following Apple’s challenges in China.  Developed international equities posted solid gains this week as European stocks have witnessed their largest gain in six months after the European Central Bank (ECB) signaled an end to its hawkish monetary policy. Next Wednesday, the Federal Reserve meets concerning monetary policy and interest rates.  We believe the Federal Reserve should highlight underlying improvements within the inflation dynamic. In addition, we believe the Fed will not likely declare victory but will probably highlight the risks to growth and inflation are getting into balance. According to...

April 2025 Market Volatility Update

Hello! I hope you're doing well! Well, we continue to live in interesting times! M a r k e t s h av e c ont i n u ed t o m o v e s h a r pl y i n r e s p o n s e t o n ew l y an n o un c ed t a r i ffs an d g r o w in g c on c e r n s o v er g l o ba l t r a de. F r i d a y ’ s st eep s e l l o ff ex t e n ded in t o M o n d a y, w i t h v o la t ili t y rem ai n i n g e l e v a t ed ac r os s s e c t o r s a n d a ss et clas s e s. Th i s i s w hat w e c a l l a g ut c he c k m o ment. A t i me w h en t h e h e a d li n es feel l o u d. Th e n u m b ers feel sh a r p . A n d y o u r in st i n c t s m a y s t a rt t o q u e s t i o n y o u r pla n . Givin g a d vic e no t t o pa n i c d u r i n g s e v ere m a r k et d o w n t u r n s ca n feel a l i t t l e clic h é, b u t i t i s t h e m o s t i m p o r t a n t pi e c e o f f i n a n cia l a d vic e y o u ca n g e t . Please click on the video ico...