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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.

In November, 38 exchange-traded products (“ETPs”) were added to the ETF Deathwatch list and 37 were removed, bringing the total up to 526.

Unexpected discoveries have always fascinated me. As a former student in the FIRST Robotics program, I learned to embrace brainstorming without judgment.

The major U.S. stock market indexes were mixed last week. The Russell 2000 returned -2.55%, the Dow returned -1.78%, the NASDAQ Composite returned 0.36%, and the S&P 500 returned -0.61%.

U.S. equity markets posted gains in one of the three indexes last week. The S&P 500 lost 0.61%, the NASDAQ Composite gained 0.36%, and the Dow Jones Industrial Average fell 1.78%.

Last week, the gold spot price increased by 0.56% and the U.S. Dollar Index gained 0.89%. The Gold Bullion Strategy Fund (QGLDX) rose 0.5% for the week.

When I was still a teenager, I began a bad habit. While thinking about the future, I would always reference “someday.”

The major U.S. stock market indexes were mixed last week. The S&P 500 increased by 0.99%, the NASDAQ Composite was up 3.36%, the Dow Jones Industrial Average lost 0.53%, and the Russell 2000 small-capitalization index fell 1.03%.

U.S. equity markets posted gains in two of the three indexes last week. The S&P 500 increased by 0.99%, the NASDAQ Composite gained 3.36%, and the Dow Jones Industrial Average decreased by 0.53%.

Last week, the gold spot price went down 0.37% and the U.S. Dollar Index was up 0.3%. The Gold Bullion Strategy Fund (QGLDX) fell 1.1% for the week.

The invitation to our holiday party a few years ago read “Dress: Cocktail.” One of our guests, John Zilli, wondered, “What exactly does that mean?” He Googled it.

Markets inched higher during the short holiday week. The S&P 500 rose 1.08%, the NASDAQ increased by 1.14%, and the Dow Jones Industrial Average was up 1.44%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 was up 1.08%, the NASDAQ Composite rose 1.14%, and the Dow Jones Industrial Average increased by 1.44%.

Last week, the gold spot price went down 0.17% and the U.S. Dollar Index rose 2.13%. The Gold Bullion Strategy Fund (QGLDX) lost 0.04% for the week.

Roman statesman, scholar, and philosopher Marcus Tullius Cicero is credited with the expression, “Gratitude is not only the greatest of virtues but the parent of all the others.”

The major U.S. stock market indexes moved higher last week. The Russell 2000 returned 4.49%, the Dow returned 2.03%, the NASDAQ Composite returned 1.77%, and the S&P 500 returned 1.72%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 rose 1.72%, the NASDAQ Composite was up 1.77%, and the Dow Jones Industrial Average gained 2.03%.

Last week, the gold spot price rose 5.97% and the U.S. Dollar Index increased 0.81%. The Gold Bullion Strategy Fund (QGLDX) increased 5.56% for the week.

When we think of our lives or just talk about what we have been doing lately with a friend, we tend to focus on big events. If we have just started a new job or a baby was born, the event dominates our conversations.

The major U.S. stock market indexes were down last week. The S&P 500 decreased by 2.05%, the NASDAQ Composite was down 3.13%, the Dow Jones Industrial Average lost 1.17%, and the Russell 2000 small-capitalization index fell 3.96%.

U.S. equity markets posted losses in all three indexes last week. The S&P 500 decreased by 2.05%, the NASDAQ Composite decreased by 3.13%, and the Dow Jones Industrial Average lost 1.17%.

Last week, the gold spot price lost 4.53% and the U.S. Dollar Index increased by 1.61%. The Gold Bullion Strategy Fund (QGLDX) fell 4.63% for the week.

In the early 1980s, traders Richard Dennis and William Eckhardt set out to settle a debate that would forever change futures trading. Dennis argued that trading success could be taught, while Eckhardt was skeptical.

Last week, markets performed very well following the presidential election. After declines in October, the S&P 500 rose 4.69% during the first full week of November, the NASDAQ gained 5.76%, the Dow Jones Industrial Average increased by 4.61%, and the Russell 2000 jumped 8.61%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 rose 4.69%, the NASDAQ Composite was up 5.76%, and the Dow Jones Industrial Average was up 4.61%.

Last week, the gold spot price went down 1.89% and the U.S. Dollar Index went up 0.69%. The Gold Bullion Strategy Fund (QGLDX) went down 1.81% for the week.

In October, 32 exchange-traded products (“ETPs”) were added to the ETF Deathwatch list and 25 were removed, bringing the total up to 525.

The major stock market indexes finished down last week. The Dow Jones Industrial Average lost 0.15%, the S&P 500 Index also tumbled 1.33%, and the NASDAQ Composite shaved 1.5% off its value.

For half the country

As we approach the end of the 2024 presidential election, the “most contentious election in our nation’s history,” as I hear some pundits say, the impact of this historic event on markets weighs heavily on investors’ minds.

U.S. equity markets posted losses in all three indexes last week. The S&P 500 fell 1.35%, the NASDAQ Composite was down 1.50%, and the Dow Jones Industrial Average lost 0.15%.

Last week, the gold spot price fell 0.4% and the U.S. Dollar Index rose 0.02%. The Gold Bullion Strategy Fund (QGLDX) lost 0.37% 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).

The major U.S. stock market indexes mostly moved lower last week. The NASDAQ Composite returned 0.16%, the S&P 500 returned -0.96%, the Dow returned -2.66%, and the Russell 2000 returned -2.99%.

U.S. equity markets posted gains in one of the three indexes last week. The S&P 500 decreased by 0.96%, the NASDAQ Composite rose 0.16%, and the Dow Jones Industrial Average lost 2.66%.

Last week, the gold spot price was up 0.96% and the U.S. Dollar Index increased by 0.74%. The Gold Bullion Strategy Fund (QGLDX) gained 0.78% for the week.

In September, 30 exchange-traded products (“ETPs”) were added to the ETF Deathwatch list and 26 were removed, bringing the total up to 518.

It’s almost Halloween, and we’re still in the middle of a scary period in the stock market. September is historically the worst-performing month of the year, and October is the most volatile.

Equity markets continued to rise in the third quarter of 2024, building on the momentum from the first half of the year. Several key factors shaped market price action during this period, including economic data, geopolitical developments, shifting central bank policies, and the continued broadening of the AI-driven rally.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 was up 0.87%, the NASDAQ Composite gained 0.80%, and the Dow Jones Industrial Average increased by 0.98%.

Last week, the gold spot price gained 2.44% and the U.S. Dollar Index increased by 0.59%. The Gold Bullion Strategy Fund (QGLDX) was up 2.39% for the week.

Have you ever thought about running a family-friendly farm featuring llamas, alpacas, sheep, goats, and more? Starting a charter boat business in the Florida Keys or opening a bed-and-breakfast in the Pacific Northwest? Or leading church youth groups on missionary trips abroad?

The major U.S. stock market indexes were up last week. The Dow Jones Industrial Average increased by 1.22%, the S&P 500 and NASDAQ Composite both gained 1.13%, and the Russell 2000 small-capitalization index rose 0.99%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 rose 1.13%, the NASDAQ Composite rose 1.13%, and the Dow Jones Industrial Average rose 1.22%.

Last week, the gold spot price increased 0.11% and the U.S. Dollar Index rose 0.36%. The Gold Bullion Strategy Fund (QGLDX) increased by 0.08% for the week.

The concept of relativity, where what one experiences depends on their frame of reference, can help investors understand what’s happening in the financial markets.

The major U.S. stock market indexes were mostly up last week. The S&P 500 increased by 0.26%, the NASDAQ Composite was up 0.12%, the Dow Jones Industrial Average gained 0.13%, and the Russell 2000 small-capitalization index fell 0.48%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 rose 0.26%, the NASDAQ Composite increased by 0.12%, and the Dow Jones Industrial Average rose 0.13%. Six of the 11 sectors were up last week; Energy, which posted the best return, gained 7.01%.

Last week, the gold spot price went down 0.17% and the U.S. Dollar Index rose 2.13%. The Gold Bullion Strategy Fund (QGLDX) lost 0.04% for the week.

Managing risk is a crucial element of successful investing, yet many investors rely solely on traditional strategies such as buy-and-hold or passive asset allocation.

Market Update 9/30/24

The major U.S. stock market indexes were mostly up last week. The S&P 500 increased by 0.64%, the NASDAQ Composite was up 0.96%, the Dow Jones Industrial Average gained 0.59%, and the Russell 2000 small-capitalization index fell 0.13%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 increased by 0.64%, the NASDAQ Composite was up 0.96%, and the Dow Jones Industrial Average gained 0.59%.