Why Staying Invested Pays Off Filed Under: Financial Planning | Investment Services | Portfolio Management | Tax Planning | Wealth Management Published by Jack James on Oct 23, 2024 If there’s one lesson I’ve learned from writing these market updates after the rollercoaster ride of recent years, it’s that when markets remain positive for an extended period, finding something truly insightful to say can be unexpectedly challenging... Read more
Markets Wobble Amid Yen Carry Trade Unwind Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Jack James on Aug 06, 2024 Heading into the end of July, global equity markets had enjoyed a relatively calm year, maintaining the positive trend established through 2023. With second-quarter earnings just getting underway, North American markets have remained strong despite growing... Read more
The More Things Change... Filed Under: Financial Planning | Investment Services | Portfolio Management | Wealth Management Published by Jack James on Jun 11, 2024 Astute observers may have noticed the recent change in our team's logo (top of this newsletter or within in our email signatures). We are excited to officially announce that our team name has evolved from Chernick & Associates Wealth Management Group... Read more
Steady as She Goes Filed Under: Investment Services | Portfolio Management | Tax Planning Published by Thomas Dalinghaus on Apr 18, 2024 As I sat down at the start of this month to write our team's latest market update, I noticed that the situation "on the ground" closely mirrored what we discussed in our previous newsletter. Market conditions remained strong, corporate earnings and forecasts... Read more
Charting the Course: 2024 Filed Under: Estate planning | Financial Planning | Investment Services | Tax Planning Published by Jack James on Feb 05, 2024 As we step into 2024, the markets have picked up right where they left off, not skipping a beat. The year has kicked off on a strong note, with US technology giants at the forefront. This leadership has paved the way for a revitalized market environment... Read more
How things change... Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Jack James on Dec 21, 2023 How things change - reflecting on our conversation from the end of October, we had observed: “Over the past month, equity markets have faced renewed turbulence, far from the optimistic projections many held.” “From a technical analysis standpoint, bonds... Read more
UPtober Myths & Market Realities Filed Under: Investment Services | Portfolio Management | Tax Planning Published by Jack James on Oct 31, 2023 The often coined “UPtober” (in investment circles) seems to be more myth than reality this year. Following September's market challenges, there was widely held investor optimism that October, with its historically strong seasonal trends (see chart below... Read more
Wake Me Up When September Ends Filed Under: Estate planning | Financial Planning | Portfolio Management | Tax Planning | Wealth Management Published by Jack James on Sep 27, 2023 With summer behind us and the arrival of cooler, rainy days, we trust you had a fantastic time creating cherished memories during the warmer months. Since our last update in mid-July, the financial markets have been anything but static. Indeed, the world... Read more
Market Waves: Summer Swells Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Jack James on Jul 19, 2023 Amidst the sun-soaked days of mid-July, we are enjoying the pleasures of summer, like longer days, memory-filled getaways, patio cookouts, and the comforting whisper of warm summer nights. Just like the seasons change, the financial market's initial energy... Read more
Sell in May? Filed Under: Estate planning | Financial Planning | Investment Services | Wealth Management Published by Jack James on Apr 28, 2023 Markets have demonstrated remarkable resilience in recent months, delivering solid first-quarter performance that has carried through to the end of April. This has transpired despite the collapse of Silicon Valley Bank and Credit Suisse in March. The... Read more