Entries by Tracey Meyer

June 2024 Client Newsletter

June 5, 2024 Dear Valued Investor, April showers brought May flowers as markets placed greater importance on economic growth and corporate profits than the “higher for longer” interest rate messages from the Federal Reserve (Fed). In fact, the S&P 500 ended May above where it ended March. So, as you prepare for summer vacations, how […]

June 7, 2024 by

May 2024 Client Letter

May 1, 2024 Dear Valued Investor, After a strong first quarter for stocks, some April showers rained down as the S&P 500 fell about 4% last month. Hopefully those showers will bring some flowers in May, despite the widely cited stock market adage, “Sell in May and go away.” There is some merit to this […]

May 13, 2024 by