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January 2024 Market Update: Inflation, Market Volatility, and Bank Failures

January 2024 Market Update: Inflation, Market Volatility, and Bank Failures

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...
January 2024 Market Update: Inflation, Market Volatility, and Bank Failures

October 2023 Market Update: Bonds, Inflation, and Interest Rates

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...
Fundamentals of Investing: Stocks

Fundamentals of Investing: Stocks

by | | AllGen Academy, Formation, Fundamentals of Investing

Read through this post on stocks or skip to the AllGen Academy stocks video below. When people think of investing, most of them think about the stock market. But what is a stock? A share of stock represents a fractional ownership of a company. For example, if a...
June 2022 Market Update: Inflation, Fed Strategy, & Effects on Markets

June 2022 Market Update: Inflation, Fed Strategy, & Effects on Markets

by | | Featured Posts, From the Trade Desk, Market Commentary, Uncategorized

Read through our market commentary here, or skip to Jason’s June 2022 Market Update video below. While stock prices have historically gone up, markets are no stranger to volatility, bear markets, and recessions along the way; 2022 has been a sobering reminder of...
June 2022 Market Update: Inflation, Fed Strategy, & Effects on Markets

March 2022 Market Update: International and Emerging Markets, Russia-Ukraine, & More

by | | Featured Posts, From the Trade Desk, Market Updates, Uncategorized

Read through our market commentary here, or skip to Jason’s March 2022 Market Update video below. It is important to understand that no one can predict the future, not even us! What we do as money managers is to research the most probable outcomes and how to...
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