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Market Commentary

Jennifer Sheffler | Jul 5, 2022

July 1, 2022

Monthly Market Commentary

Over the past two and a half years the S&P 500 has experienced two bear markets where the value of the securities in that index have declined 20% from their

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Jennifer Sheffler | Jun 2, 2022

June 1, 2022

Monthly Market Commentary

Equities markets have had a volatile month with concerns over 40-year high inflation along with the concern that the Federal Reserve’s rate hikes will cause the

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Jennifer Sheffler | May 2, 2022

May 1, 2022

Monthly Market Commentary

Often April is a negative month with investors having to sell assets to pay taxes. This coupled with slowing growth and the prospect of a faster pace for hikes

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Jennifer Sheffler | Apr 1, 2022

April 1, 2022

Monthly Market Commentary

If you are thinking a lot is going on in the world, you would be correct. Of course, there has always been some geopolitical event that has impacted the US and

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Jennifer Sheffler | Mar 14, 2022

March 1, 2022

Monthly Market Commentary

During the month of February, the markets digested the impact of reduced covid numbers, the prospect of sustained inflation, and an invasion of Ukraine by

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Jennifer Sheffler | Feb 1, 2022

February 1, 2022

Monthly Market Commentary

Welcome to 2022! As with any new year there is anticipation about what to expect.

Although politics and covid still dominate the general news financial news

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Jennifer Sheffler | Jan 1, 2022

January 1, 2022

Monthly Market Commentary

The last 12 months was quite the challenge for the markets. So, what might we expect for the upcoming year? For the stock market we expect higher volatility as

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Jennifer Sheffler | Dec 7, 2021

December 1, 2021

Monthly Market Commentary

November proved to be a more volatile month than is typical with both the Dow and S&P 500 finishing the month lower while the NASDAQ held on to its monthly

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Jennifer Sheffler | Nov 9, 2021

November 1, 2021

Monthly Market Commentary

The often-spooky anniversary of October 19, 1987 has passed, and with that we move toward the seasonably favorable months of November and December.  This is

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Jennifer Sheffler | Oct 1, 2021

October 1, 2021

Monthly Market Commentary

September proved a bit bumpy for stocks with all major indices trending lower for the month.

Markets continue to price in the potential of an additional $400

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Keystone Heights, FL  32656

P: 904-805-0207
F: 904-805-0209

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229 West Norfolk Road
Jupiter, FL  33469

P: 561-252-7778

P: 561-303-0260
F: 904-805-0209

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