Walter & Keenan

Market Insights: Understanding Intra-year Declines

The S&P 500 experienced a notable pullback, losing about 6% over a three-day trading period late last week and early this week.

Market Insights: Investing at all-time highs

On Tuesday, July 16th, the S&P 500 surged to an unprecedented intra-day high of 5,669, marking a remarkable 19% year-to-date return for 2024.

Market Insights: Examining prior volatility of the stock market

The stock market, represented by the S&P 500, soared to new heights on March 28th, peaking at an impressive 5,254 points, only to encounter a slight setback of 5.5% just three weeks later.

Market Insights: S&P 500 Returns in Year 4 of the Presidential Cycle

As many of you are aware, we find ourselves in the midst of the election cycle, with today often dubbed 'Super Tuesday'.

Market Insights: Navigating the FOMC's Impact on Markets

The FOMC meeting involves a comprehensive review of current economic and financial conditions.

Market Insights: S&P 500 Concentration

Reflecting on the S&P 500's impressive 24.2% surge in 2023 and peering into the future of 2024 unveils a standout performer within the index - the "Magnificent Seven."

Generational Wealth Transfers, Planning, and Retirement

One of the highlights of the wealth management business is working with the children of clients.