Market insights and analysis

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

1st Quarter | 2024

Quarterly recap

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

U.S. equity markets posted gains in all three indexes last week. The S&P 500 gained 0.77%, the NASDAQ Composite rose 0.38%, and the Dow Jones Industrial Average gained 2.42%.

Last week, the gold spot price gained 3.57% and the U.S. Dollar Index decreased by 0.13%. The Gold Bullion Strategy Fund (QGLDX) was up 3.39% for the week.

With tax season on the horizon, investors may be starting to think about the most beneficial—and tax-efficient—ways to make charitable donations.

The major U.S. stock market indexes pushed higher again last week. The S&P 500 gained 1.0%, the NASDAQ rose 0.9%, and the Russell 2000 small-capitalization index climbed 0.5%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 rose 1%, the NASDAQ Composite was up 0.89%, and the Dow Jones Industrial Average rose 1.27%.

Last week, the gold spot price went up 1.01% and the U.S. Dollar Index was down 0.49%. The Gold Bullion Strategy Fund (QGLDX) was up 1.04% for the week

Stock market warnings and concerns have always been a big part of the financial press. And I get it; no one likes to lose money.

The major U.S. stock market indexes were up last week due to a confluence of positive factors and investor confidence. The Russell 2000 small-capitalization index rose 5.42%, the NASDAQ Composite increased by 2.37%, the S&P 500 Index was up by 2.24%, and the Dow Jones Industrial Average gained 1.94%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 increased by 2.24%, the NASDAQ Composite rose 2.37%, and the Dow Jones Industrial Average was up 1.94%.

Last week, the gold spot price increased by 2.09% and the U.S. Dollar Index fell 1.84%. The Gold Bullion Strategy Fund (QGLDX) went up 2.35% for the week.

For the month of October, the ETF Deathwatch increased to 516 exchange-traded products (“ETPs”): 31 ETPs were added to the list, and 35 were removed. Thirty products were removed due to delisting, while five products were removed due to improved health.

Investors are so different. They pursue different goals. They react differently to changes in the financial marketplace. Some are aggressive. Some are conservative. Sometimes they are very concerned with risk, and other times they seem able to ignore it.

The major U.S. stock market indexes were mixed last week. The Dow Jones Industrial Average gained 0.65%, the Russell 2000 small-capitalization index dropped 3.15%, the S&P 500 increased by 1.31%, and the NASDAQ Composite was up 2.37%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 rose 1.31%, the NASDAQ Composite was up 2.37%, and the Dow Jones Industrial Average gained 0.65%.

Last week, the gold spot price lost 2.63% and the U.S. Dollar Index increased 0.8%. The Gold Bullion Strategy Fund (QGLDX) went down 2.91% for the week.

I used to refer to “the elephant in the room” when discussing a significant issue that most investors seemed to overlook. However, my phrasing changed around 2000 when an enlightening study, building on previous research by Ulric Neisser and Robert Becklen from 1975, was completed at Harvard.

The major U.S. stock indexes made substantial gains last week. The Russell 2000 small-capitalization index jumped 7.56%, the NASDAQ advanced 6.61%, the S&P 500 gained 5.85%, and the Dow Jones Industrial Average increased by 5.07%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 rose 5.85%, the NASDAQ Composite increased by 6.61%, and the Dow Jones Industrial Average gained 5.07%.

Last week, the gold spot price lost 0.68% and the U.S. Dollar Index was down 1.44%. The Gold Bullion Strategy Fund (QGLDX) decreased by 0.76% for the week.

The market endured another challenging week. Last week, the S&P 500 declined by 2.5%, the NASDAQ fell by 2.6%, and the Russell 2000 decreased by 2.61%. This occurred despite bonds showing a mild recovery.

I recently looked back at FPI President Jerry Wagner’s article “A ‘living in the moment’ guide to investing.” It’s a great read if you have a few moments.

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.

Since the beginning of recorded history, living in the moment has been valued.

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.