Bryan

In 2024 alone, the S&P 500 Index has notched nearly 50 record high days. This may lead to concerns or questions of how much higher the market has room to run or if it’s close to overheating. However, the current price-to-earnings (P/E) ratio shows that stocks are trading at a 19% discount compared to earlier

As elections approach, media noise and investor anxiety often rise, but historical data shows that market volatility in election years is nearly identical to non-election years. Markets tend to focus on fundamentals like interest rates, earnings, and inflation rather than political events. Elections may generate headlines, but they rarely have lasting impacts on overall market

Whereas the first half of the year’s market performance was narrowly dominated by the S&P 500, since the end of the second quarter, a broader-based performance has taken hold with smaller stocks outperforming the S&P 500 so far. This is why we maintain a diversified portfolio and don’t want to chase historical performance; we continue

The relationship between job openings and the stock market has historically been strong, with both moving in tandem as indicators of economic health. However, recent data show a notable divergence—job openings have been falling while the S&P 500 continues to climb. This suggests that while economic fundamentals may be softening, the stock market is behaving

Over the past year, we’ve seen a significant drop in mortgage rates, which historically has acted as a positive catalyst for stocks. When the average 30-year fixed mortgage rate declines by more than 100 basis points in a 12-month period, the S&P 500 on average returned over 12%. This relationship highlights how easing borrowing costs