Insightful Ideas

What Dow 40,000 Means for Consumer Net Worth. The Dow Jones Industrial Average reached 40,000 for the first time recently as markets continue to rebound from a 5% decline earlier this year. While this has felt like a difficult year for many investors due to inflation, high interest rates, and growth concerns, the reality is that the broad market has achieved 23 new all-time highs. Other asset classes, including international stocks, commodities, and even gold, have surged alongside the U.S. stock market as interest rate expectations have fallen.

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