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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.

With tax season still top of mind, investors may be looking for the most beneficial—and tax-efficient—ways to make charitable donations.

U.S. equity markets posted gains in one of the three indexes last week. The S&P 500 lost 0.10%, the NASDAQ Composite fell 1.10%, and the Dow Jones Industrial Average went up 0.63%.

Last week, the gold spot price rose 1.96% and the U.S. Dollar Index decreased by 0.67%. The Gold Bullion Strategy Fund (QGLDX) went up 1.81% for the week

I can still feel the doorjamb pressed hard against the back of my head, each move causing a painful tug against an errant strand of hair. But I wanted to be there, and I strained to stretch my body upward, fighting the urge to resort to tiptoes.

The major U.S. stock market indexes were up last week. The Russell 2000 small-capitalization index rose 3.89%, the S&P 500 was up 3.48%, the NASDAQ Composite gained 3.37%, and the Dow Jones Industrial Average increased by 3.22%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 rose 3.48%, the NASDAQ Composite gained 3.37%, and the Dow Jones Industrial Average rose 3.22%.

Last week, the gold spot price fell by 0.45% and the U.S. Dollar Index decreased by 0.59%. The Gold Bullion Strategy Fund (QGLDX) was down 0.4% for the week.

Gold has been the topic of news and commentary throughout 2023—including the fact that the precious metal recently punched through the $2,000 level for a brief period.

The major U.S. stock indexes were up last week despite some volatility. The S&P 500 Index finished up 1.39%, the Dow Jones Industrial Average gained 1.18%, the NASDAQ Composite rose an impressive 1.66%, and the Russell 2000 small-capitalization index added 0.52%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 was up 1.39%, the NASDAQ Composite gained 1.66%, and the Dow Jones Industrial Average rose 1.18%.

Last week, the gold spot price lost 0.55% and the U.S. Dollar Index decreased by 0.57%. The Gold Bullion Strategy Fund (QGLDX) fell 0.04% for the week.

It was over 30 years ago. I sat in a pew in a little church on the village green of Franklin, Michigan. It was the usual Sunday service, but I was stirred by the sermon from a minister who was still relatively new to me.

Last week, major U.S. stock market indexes were mixed. The NASDAQ Composite Index gained 4.41%, the S&P 500 Index rose 1.43%, the Dow Jones Industrial Average fell 0.15%, and the Russell 2000 Index lost 2.64%.

U.S. equity markets posted gains in two of the three indexes last week. The S&P 500 went up 1.43%, the NASDAQ Composite was up 4.41%, and the Dow Jones Industrial Average was down 0.15%.

Last week, the gold spot price rose 6.48% and the U.S. Dollar Index decreased by 0.83%. The Gold Bullion Strategy Fund (QGLDX) rose 5.89% for the week.

February ETF Deathwatch contains 518 zombie ETFs and ETNs.

Yesterday morning, I received a text message from an old colleague. It said, “Twitter should treat ‘economic commentary’ like hate speech.”

Last week, the major U.S. stock market indexes experienced a significant decline. The S&P 500 lost 4.55%, the NASDAQ Composite fell by 4.71%, the Dow Jones Industrial Average dropped 4.44%, and the Russell 2000 lost 8.07%. Mid-cap and small-cap stocks were hit the hardest.

U.S. equity markets posted gains in all three indexes last week.

Last week, the gold spot price was up 0.63% and the U.S. Dollar Index rose 0.05%. The Gold Bullion Strategy Fund (QGLDX) rose 0.75% for the week.

It is probably safe to say that many readers of this article are not totally familiar with the concept of a TAMP (a turnkey asset management program). And there is also a pretty good chance that many do not know that Flexible Plan Investments (FPI) has been serving financial advisers and their clients as a TAMP for over 20 years.

The major U.S. stock market indexes were up last week. The S&P 500 increased by 2.10%, the Dow Jones Industrial Average gained 1.75%, the NASDAQ Composite was up 2.58%, and the Russell 2000 small-capitalization index rose 2.00%. The 10-year Treasury bond yield rose 1 basis point to 3.95%, taking Treasury bonds lower for the week. Spot gold closed the week at $1,856.48, up 2.51%.

Last week, the gold spot price went up 2.51% and the U.S. Dollar Index was down 0.66%.

It’s that time of year. If you live in the Northeast or Midwest, you probably know what I mean. As winter begins to draw to a close and the first signs of spring surface, we enter the twilight zone where ice storms appear. On a weather map, ice storms are usually the fuzzy area clinging to the southern edges of snowstorms as they sweep across the country. They begin with rain that often switches to slush but rarely transforms into snow.

Market Update 2/27/23

The major U.S. stock indexes declined last week. The S&P 500 dipped 2.67%, the Dow Jones Industrial Average lost 2.99%, the NASDAQ Composite dropped 3.33%, and the Russell 2000 small-capitalization index lost 2.87%. The 10-year Treasury bond yield moved up 13 basis points to 3.94%. Spot gold closed the week at $1,811.04, down 1.70%.

U.S. equity markets posted losses in all three indexes last week. The S&P 500 lost 2.67%, the NASDAQ Composite went down 3.33%, and the Dow Jones Industrial Average decreased 2.99%.

Last week, the gold spot price fell 1.7% and the U.S. Dollar Index went up 1.3%.

Market Update 2/23/23

The major market indexes finished mixed last week. The S&P 500 Index slipped 0.3%, the NASDAQ Composite gained 0.6%, and the Russell 2000 small-capitalization index rose 1.5%. The 10-year Treasury bond yield increased 7 basis points to 3.812% and bonds weakened in price. The U.S. Aggregate Bond ETF (AGG) dropped 0.4%, and the 20-year Treasury bond ETF (TLT) tumbled 1%. Gold futures closed at $1,851.80, down $22.70 per ounce, or 1.2%.

DIY investing surged during the early years of the pandemic. A survey of online brokerage operations showed new account openings up 50%–300% in the first quarter of 2020, and the stock-trading app Robinhood added 10 million accounts in 2021, according to CNBC.

U.S. equity markets posted gains in one of the three indexes last week. The S&P 500 lost 0.28%, the NASDAQ Composite went up 0.59%, and the Dow Jones Industrial Average went down 0.13%.

Last week, the gold spot price was down 1.24% and the U.S. Dollar Index was up 0.22%.

January ETF Deathwatch contains 511 zombie ETFs and ETNs.

Market Update 2/13/23

The market fell across different sectors and market capitalizations last week. The Dow Jones Industrial Average, the leader for the week, was down 0.17%. In the middle of the pack, the tech-heavy NASDAQ Composite fell 2.41%, and the S&P 500 lost 1.11%. Small-cap stocks experienced the steepest decline with the Russell 2000 falling 3.36%.

ChatGPT is a new artificial intelligence (AI) tool that has the potential to disrupt the investment community. It can help brainstorm new ideas, summarize research, generate code, and many other use cases that we’re only just beginning to learn about or imagine.

U.S. equity markets posted losses in all three indexes last week.

Last week, the gold spot price went up by 0.03% and the U.S. Dollar Index went up by 0.69%.

Market Update 2/6/23

The major U.S. stock market indexes were mostly up last week. The S&P 500 increased by 1.62%, the Dow Jones Industrial Average lost 0.15%, the NASDAQ Composite was up 3.31%, and the Russell 2000 small-capitalization index rose 3.88%. The 10-year Treasury bond yield rose 2 basis points to 3.52%, taking Treasury bonds lower for the week. Spot gold closed the week at $1,864.97, down 3.27%.

Last week, the gold spot price lost 3.27% and the U.S. Dollar Index rose 0.97%.

U.S. equity markets posted gains in two of the three indexes last week. The S&P 500 increased by 1.62%, the NASDAQ Composite gained 3.31%, and the Dow Jones Industrial Average decreased by 0.15%.

The major U.S. stock indexes posted strong gains last week. The S&P 500 was up 2.47%, the Dow Jones Industrial Average gained 1.81%, the NASDAQ Composite rose 4.32%, and the Russell 2000 small-capitalization index added 2.36%. The 10-year Treasury bond yield moved up 2 basis points to 3.50%. Spot gold closed the week at $1,928.04, up 0.10%.

They say New Year’s resolutions are meant to be broken. I am sure there are at least a few readers of this article who are already frustrated this year by their inability to follow through on some of their well-intentioned resolutions. In fact, it is probably more than a few.

Last week, the gold spot price rose 0.1% and the U.S. Dollar Index fell 0.08%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 gained 2.47%, the NASDAQ Composite went up 4.32%, and the Dow Jones Industrial Average gained 1.81%.

The major U.S. equity indexes were mixed last week. The NASDAQ Composite, the only winner for the week, gained 0.55%. The Dow Jones Industrial Average fell 2.70%, the S&P 500 lost 0.66%, and the Russell 2000 dropped 1.04%. The spreads between index performance seemed to widen over the week, both on days when the indexes fell and as they recovered.

It was the fall of 1956. Action from the World Series blared from the radio. It was the New York Yankees versus the Brooklyn Dodgers, game five. Don Larsen threw his 97th pitch. “Strike!” called the umpire, and the audience witnessed perfection. Twenty-seven batters up, 27 retired—all without a hit, walk, or error. The perfect game.

Last week, the gold spot price gained 0.3% and the U.S. Dollar Index fell 0.19%.

U.S. equity markets posted gains in one of the three indexes last week. The S&P 500 lost 0.66%, the NASDAQ Composite increased by 0.55%, and the Dow Jones Industrial Average went down 2.70%.

Nowhere to run

A song by the Motown group Martha and the Vandellas kept running through my mind during 2022. The 1965 creation of the Holland–Dozier–Holland Hitsville production team, “Nowhere to Run” rose to number eight on Billboard’s Hot 100 chart and number five on Billboard’s Hot Rhythm & Blues Singles chart. It has been used in countless movies since its release. The original music video of the song was shot to the throbbing beat of the Funk Brothers at the Ford Mustang plant here in Detroit.

Inflation was a major concern for the market in 2022. The second and third quarters saw aggressive interest-rate increases in response, sending broad prices crashing. But inflation played a different role in market returns in the fourth quarter. The Federal Reserve’s actions appeared to have started working and inflation began to slow.

Last week, the gold spot price went up 2.92% and the U.S. Dollar Index lost 1.61%.