Market insights and analysis

How dynamic, risk-managed investment solutions are performing in the current market environment

4th Quarter | 2023

Quarterly recap

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Current market environment performance of dynamic, risk-managed investment solutions.

Last week, the gold spot price rose 1.26% and the U.S. Dollar Index was up 0.37%. The Gold Bullion Strategy Fund (QGLDX) increased by 1.35% for the week.

U.S. equity markets posted losses in all three indexes last week. The S&P 500 went down 2.53%, the NASDAQ Composite fell 2.62%, and the Dow Jones Industrial Average decreased by 2.14%.

Flexible Plan Investments, Ltd. (FPI), is proud to have served the investment needs of financial advisers and their clients for 25 years as a turnkey asset management platform (TAMP).

The major U.S. stock market indexes were down last week. The Dow Jones Industrial Average lost 1.61%, the Russell 2000 small-capitalization index dropped 2.26%, the S&P 500 decreased by 2.39%, and the NASDAQ Composite was down 3.16%.

U.S. equity markets posted losses in all three indexes last week. The S&P 500 went down 2.39%, the NASDAQ Composite was down 3.16%, and the Dow Jones Industrial Average decreased by 1.61%.

Last week, the gold spot price went up 2.51% and the U.S. Dollar Index fell 0.45%. The Gold Bullion Strategy Fund (QGLDX) was up 2.64% for the week.

A novice fortune teller eagerly purchased her first crystal ball. On her way home, she accidentally dropped it. She picked it up and thought, “Well, I should’ve seen that coming.”

In the third quarter, the U.S. economy demonstrated impressive resilience, fueling optimism for a “soft-landing” scenario (reining in inflation without causing a recession). However, financial markets faced challenges during this time, adjusting to the potential of prolonged higher interest rates.

U.S. equity markets posted gains in two of the three indexes last week. The S&P 500 was up 0.45%, the NASDAQ Composite fell 0.18%, and the Dow Jones Industrial Average went up 0.79%.

Last week, the gold spot price was up 5.45% and the U.S. Dollar Index increased by 0.57%. The Gold Bullion Strategy Fund (QGLDX) rose 5.46% for the week.

September ETF Deathwatch contains 520 zombie ETFs and ETNs.

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Last week, the gold spot price lost 0.84% and the U.S. Dollar Index fell 0.12%. The Gold Bullion Strategy Fund (QGLDX) decreased by 1.11% for the week.

U.S. equity markets posted gains in two of the three indexes last week. The S&P 500 went up 0.48%, the NASDAQ Composite gained 1.60%, and the Dow Jones Industrial Average was down 0.30%.

The major U.S. stock indexes had mixed performance last week. The NASDAQ led performance with a 1.60% gain, the S&P 500 advanced 0.48%, the Dow Jones Industrial Average fell 0.30%, and the Russell 2000 small-cap index lost 2.22%.

The end of the third quarter kicks off the final stretch of the year. It’s also about the time my family and I take a short trip “up north” to experience the sights and sounds of fall.

The major U.S. stock market indexes had mixed performance last week. The Russell 2000 small-capitalization index rose 0.48%, the NASDAQ Composite gained 0.06%, the S&P 500 fell 0.74%, and the Dow Jones Industrial Average was down by 1.34%.

U.S. equity markets posted gains in one of the three indexes last week. The S&P 500 fell 0.74%, the NASDAQ Composite rose 0.06%, and the Dow Jones Industrial Average decreased by 1.34%.

Last week, the gold spot price was down 3.98% and the U.S. Dollar Index rose 0.56%. The Gold Bullion Strategy Fund (QGLDX) was down 4.56% for the week.

It’s hard to believe that summer is already over. But fall has definitely arrived: Temperatures are starting to cool, kids are back in school, and the cider mill near my house is open for business.

Market Update 9/25/23

The major U.S. stock market indexes fell significantly last week, keeping in line with the seasonal trend for September. The Russell 2000 fell by 3.82%, the NASDAQ Composite lost 3.62%, the S&P 500 declined by 2.93%, and the Dow Jones Industrial Average was down by 1.89%.

U.S. equity markets posted losses in all three indexes last week. The S&P 500 fell 2.93%, the NASDAQ Composite lost 3.62%, and the Dow Jones Industrial Average decreased by 1.89%.

Last week, the gold spot price increased by 0.07% and the U.S. Dollar Index went up 0.25%. The Gold Bullion Strategy Fund (QGLDX) went up 0.09% for the week.

“Fiddler on the Roof” is one of the most enduring musicals written. It first previewed here in Detroit in 1964, and I’m sure regional or touring companies will continue performing it in the future for many years to come. And, of course, the movie version is always available!

Market Update 9/18/23

The major U.S. stock market indexes were mostly down last week. The S&P 500 decreased by 0.16%, the Dow Jones Industrial Average gained 0.12%, the NASDAQ Composite was down 0.39%, and the Russell 2000 small-capitalization index dropped 0.24%.

U.S. equity markets posted gains in one of the three indexes last week. The S&P 500 was down 0.16%, the NASDAQ Composite fell 0.39%, and the Dow Jones Industrial Average gained 0.12%.

Last week, the gold spot price was up 0.25% and the U.S. Dollar Index increased 0.22%. The Gold Bullion Strategy Fund (QGLDX) increased by 0.14% for the week.

In August, 26 exchange-traded products (“ETPs”) were added to the ETF Deathwatch list and 19 were removed, bringing the total to 513.

The one constant of football at all levels is that things are always changing. But the fundamental principles and lessons of the game have endured for decades.

Market Update 9/11/23

The major U.S. stock indexes declined last week. The drop was led by the Industrials sector, which lost 2.92%. The Russell 2000 small-capitalization index lost 3.61%, the NASDAQ declined 1.93%, the S&P 500 dipped 1.29%, and the Dow Jones Industrial Average fell 0.75%.

U.S. equity markets posted losses in all three indexes last week. The S&P 500 lost 1.29%, the NASDAQ Composite was down 1.93%, and the Dow Jones Industrial Average fell 0.75%.

Last week, the gold spot price fell 1.08% and the U.S. Dollar Index was up 0.82%. The Gold Bullion Strategy Fund (QGLDX) fell 1.19% for the week.

I’ve been dealing with knee problems for several years now. As a result, I started reviewing medical literature looking for options. During my research, I read a blog post by Dr. Kevin Stone of the San Francisco–based Stone Clinic.

Market Update 9/5/23

The major U.S. stock market indexes gained back some of August’s losses last week. The Russell 2000 small-capitalization index rose 3.63%, the NASDAQ Composite climbed 3.25%, the S&P 500 gained 2.50%, and the Dow Jones Industrial Average increased by 1.43%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 went up 2.50%, the NASDAQ Composite increased by 3.25%, and the Dow Jones Industrial Average was up 1.43%.

Last week, the gold spot price gained 1.31% and the U.S. Dollar Index gained 0.15%. The Gold Bullion Strategy Fund (QGLDX) gained 1.34% for the week.

Two related themes have been dominating my conversations with investors these days. First, many are worried about how market and economic volatility will affect their investments. Second, they want to discuss index investing.

The major U.S. stock market indexes finished mixed last week. The S&P 500 Stock Index rose 0.80%, the NASDAQ rallied 2.26%, and the Russell 2000 lost 0.31%. Bonds rallied after the sharp sell-offs of the previous week.

U.S. equity markets posted gains in two of the three indexes last week. The S&P 500 went up 0.82%, the NASDAQ Composite increased by 2.26%, and the Dow Jones Industrial Average decreased by 0.45%.

Last week, the gold spot price went up 1.36% and the U.S. Dollar Index gained 0.68%. The Gold Bullion Strategy Fund (QGLDX) rose 1.36% for the week.

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The major U.S. stock market indexes continued their sell-off last week. The Russell 2000 small-capitalization index fell 3.41%, the NASDAQ Composite lost 2.59%, the Dow Jones Industrial Index was down 2.21%, and the S&P 500 dropped 2.11%.

U.S. equity markets posted losses in all three indexes last week. The S&P 500 fell 2.11%, the NASDAQ Composite fell 2.59%, and the Dow Jones Industrial Average decreased by 2.21%.

Last week, the gold spot price lost 1.28% and the U.S. Dollar Index was up 0.52%. The Gold Bullion Strategy Fund (QGLDX) was down 1.34% for the week.

In July, 18 exchange-traded products (“ETPs”) were added to the ETF Deathwatch list and 54 were removed, bringing the total to 506.

If social media is any indication, this summer’s must-see double feature is “Barbenheimer”—the nickname referring to “Barbie” and “Oppenheimer,” the two blockbuster movies of the season.

The major U.S. stock indexes were mostly down last week. The NASDAQ, despite a 3.54% gain in Energy stocks, lost 1.90%; the Russell 2000 Index dropped 1.65%; the S&P 500 fell 0.31%; and the Dow Jones Industrial Average experienced the only gain, climbing 0.62%.

U.S. equity markets posted a gain in one of the three indexes last week. The S&P 500 fell 0.31%, the NASDAQ Composite lost 1.90%, and the Dow Jones Industrial Average went up 0.62%.

Last week, the gold spot price was down 1.5% and the U.S. Dollar Index was up 0.81%. The Gold Bullion Strategy Fund (QGLDX) lost 1.55% for the week.

I love traveling to New York City, taking a break from my usual day-to-day routine by riding the subway, walking the crowded streets, and people-watching. I especially enjoy observing the hustle and swift adaptability of the street vendors.