Category: Economy

Investing and Politics | Does Who Wins Matter to the Market?

It has been conventional wisdom over the years that Republicans are better for the stock market than Democrats, but like a lot of conventional market wisdom, it isn’t always accurate.

The Evolving Relationship Between Stocks and Bonds

For most of the past quarter-century, stocks and bonds have moved in opposite directions. This movement created what’s called a negative correlation between these two asset classes.

CWT Newsletter Q1 2024

A lot has been happening with the team members at California Wealth Transitions and we thought it would be a good time to update you on all that’s been changing with our firm over the past year!

Market Update – April 2024

Dillon Hakes & Guy Kosov discuss the strength in equity markets, recent economic news, geopolitical risks, and the upcoming earnings season.

Markets In A Minute | History Lessons: Market Performance in Presidential Election Years

Colourful overlapping silhouettes of people voting in USA elections

One month into the new year, and one thing’s for certain: The presidential election will continue to grab headlines and grip the nation’s attention for the better part of 2024. How might this impact investors in terms of perceptions and actual market performance? We explore these questions, in the context of historical data, in this week’s Markets in a Minute.

Stock Market

Markets In A Minute | A Better Balance: Market Review and Outlook

As we look down the open road of a new year, the question is whether the rally that began in 2023 will continue into this year. While there are still plenty of risks (more on this below), there are good reasons to believe the rally has staying power. Still, investment opportunities may look different this year if, as we expect, the rally broadens to sectors and smaller companies that have lagged.

Stock Market

Money with Murphy – China: Struggle to Reignite

Kara Murphy | Screenshot of Kara Murphy from Money with Murphy program discussing the topic of China and Its Struggle to Reignite

Money with Murphy | China: Struggle to Reignite, with Kara Murphy, Chief Investment Officer of Kestra Financial

economy elections

Markets In A Minute | The Impact of Interest Rates on the Economy: How Long and How Variable?

A closeup of a US hundred dollar bill (Benjamin Franklin side)

Today we so often hear central bankers discuss “long and variable lags” in monetary policy that it almost appears cliché. But it wasn’t always understood that way.

Stock Market