by | | Allgen, Financial Planning, Market Commentary, Market Updates, YouTube Videos
Read through the blog here, or skip to our Q1 2026 Market Update Video below Key Takeaways 2025 delivered strong returns with gold up 64%, international stocks up 30%, U.S. large cap stocks up 18%, U.S. small cap stocks up 8%, and bonds up 7%. U.S. stock valuations...
by | | Allgen, Financial Planning, Market Commentary, Market Updates, YouTube Videos
Read through the blog here, or skip to our Q4 2025 Market Update Video below Key Takeaways Markets broadly strengthened in 2025 despite high valuations and global uncertainty. Equities, bonds, and commodities all posted strong gains through mid-October. International...
by | | From the Trade Desk, Market Commentary
Read through the blog here, or skip to Jason’s January 2024 Market Update video below. Markets generally left 2023 better than they found it with the S&P 500 gaining 24% along with 17% and 16% for small-cap and international stocks respectively, followed by...
by | | From the Trade Desk, Market Commentary
Read through the blog here, or skip to Jason’s October 2023 Market Update video below. 2023 began with solid market performance among major indexes as investors put the 2022 bear market in the rear-view mirror. The AI technology rally certainly captured investor...
by | | From the Trade Desk, Market Commentary
Read through our market commentary here, or skip to Jason’s July 2023 Market Update video below. Investors spent most of the first half of 2023 wondering if markets would sustain the previous year-end bounce or continue to fall as the Fed pumps the breaks on the...
by | | From the Trade Desk, Market Commentary, Uncategorized
Read through our market commentary here, or skip to Jason’s April 2023 Market Update video below. Investing can be exciting and even thrilling; some even say it’s like riding a rollercoaster. But like most thrill rides out there, they all come with their ups and...
