Cash is an essential part of any financial and investment plan. It's important to have enough cash to serve as an emergency fund in case of unexpected personal events such as injury or illness or broader events such as an economic downturn. From an investment standpoint, cash can also serve important roles including reducing overall portfolio risk and by allowing investors to take advantage of attractive market prices.
1Q24 Earning Season Takeaways: Mega-Cap Tech, Business Capex Spending, Consumer Behavior, and Earnings Growth Trends. See it all here!
Sharing some of my favorite charts from J.P. Morgan's Guide to the Markets- Part 2. With a shifted focus on fixed income. We'll look at Fixed Income Market Dynamics, Fixed Income Valuations: Yield-to-worst across fixed income sectors, and Sources of Bond Total Return.
Sharing some of my favorite charts from J.P. Morgan's Guide to the Markets! With over 70 pages of helpful graphics, this resource provides a robust look at how to view a lot data in one great place. We'll look at Returns and Valuations by Style, Consumer Confidence and the Stock Market, Investing at All-Time Highs, and Time, Diversification and Volatility of Returns
After a strong return in 2023, US equity markets continued to rally in the first quarter of 2024 with the S&P 500 Index climbing to another record high to close out the quarter, notching a total of 22 new all-time highs to start the year.