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

3rd Quarter | 2024

Quarterly recap

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

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.

My brother, Charlie, and his family recently adopted a new furry friend, Buzz. Pictured above, Buzz is a mini goldendoodle. When they brought him home, he was just three months old.

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.

The major U.S. stock market indexes took a breather from recent gains last week. The Dow Jones Industrial Average fell 1.11%, the Russell 2000 small-capitalization index dropped 1.21%, the S&P 500 Index lost 2.27%, and the NASDAQ Composite was down 2.85%.

Last week, the gold spot price fell by 0.85% and the U.S. Dollar Index gained 0.39%. The Gold Bullion Strategy Fund (QGLDX) was down 0.99% for the week.

U.S. equity markets posted losses in all three indexes last week. The S&P 500 fell 2.27%, the NASDAQ Composite decreased by 2.85%, and the Dow Jones Industrial Average lost 1.11%.

Where I live, it is a summer ritual to load up the SUV or minivan with your children and their friends and spend the better part of a day at one of our local amusement parks.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 rose 1.01%, the NASDAQ Composite was up 2.02%, and the Dow Jones Industrial Average gained 0.66%.

Last week, the gold spot price was down 0.12% and the U.S. Dollar Index gained 0.55%. The Gold Bullion Strategy Fund (QGLDX) fell 0.18% for the week.

The major market indexes finished up last week. The S&P 500 Stock Index rose 1.0%, the NASDAQ rallied 2.0%, and the Russell 2000 gained 1.1%. Bonds struggled.

Whether you are talking to portfolio managers, researchers, financial advisers, or marketing experts in the financial-services industry, the conventional wisdom seems to be that investors are motivated primarily by two emotions: greed and fear.

The second quarter of 2023 saw continued gains in equities, while safe-haven assets such as gold and long-term government Treasurys declined.

U.S. equity markets posted gains in two of the three indexes last week. The S&P 500 went up 0.69%, the NASDAQ Composite was down 0.57%, and the Dow Jones Industrial Average was up 2.08%.

Last week, the gold spot price increased 0.34% and the U.S. Dollar Index gained 1.16%. The Gold Bullion Strategy Fund (QGLDX) was up 0.32% for the week.

I was one of the relatively few viewers who watched the MLB All-Star Game last week. The game took place on July 11 at Seattle’s T-Mobile Park.

The major U.S. stock indexes rose last week on strong economic data. The Russell 2000 small-cap index added 3.56%, technology stocks pushed the NASDAQ to a 3.32% gain, the S&P 500 increased by 2.42%, and the Dow Jones Industrial Average rose 2.29%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 gained 2.42%, the NASDAQ Composite gained 3.32%, and the Dow Jones Industrial Average rose 2.29%.

Last week, the gold spot price went up 1.57% and the U.S. Dollar Index lost 2.31%. The Gold Bullion Strategy Fund (QGLDX) was up 1.51% for the week.