Trademark Financial Market Update – August 23, 2023 1) The US dollar continues to rise, suggesting a “risk-off” approach for global markets (and risk assets in general). Beyond that, the period from the last ten days of August through the…
Schwab Transition In 2020, our custodian, TD Ameritrade, was acquired by the Charles Schwab Corporation. Over the past several years, the two companies have put tremendous thought and resources into planning and preparing for the transition of TD Ameritrade clients…
Summary The markets experienced as much volatility last quarter as we normally see in a full year, but it was mostly to the upside. Several of 2022’s most underperforming assets saw a remarkable comeback, most notably bonds and technology stocks. …
Trademark Financial Market Update – March 2, 2023 I am inclined to see the stock market as a tug of war between bullish (upward) and bearish (downward) impulses. During a bull market, the upward impulses drive us to new highs…
Summary First of all, we are happy to report that the fourth quarter of 2022 was a positive one for both stocks and bonds. This allowed the year to finish well above the September lows. The S&P 500 closed with…