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Market Insights & Financial Guidance Site Map

Market Commentary

Market Snapshots

  • 10/2023:
    An October to Remember
  • 09/2023:
    A September to Not Remember
  • 08/2023:
    An Aggressive Tone in August
  • 07/2023:
    A Jubilant July
  • 06/2023:
    A Jumpy June
  • 05/2023:
    A Mixed May
  • 04/2023:
    April Angst
  • 03/2023:
    A Momentous March
  • 02/2023:
    A Frenzied February
  • 01/2023:
    Off to a Rough Start
  • 12/2023:
    That's a Wrap
  • 11/2023:
    A Not Novel November
  • 10/2023:
    A Rocking October
  • 09/2023:
    An Unsurprising September Slump
  • 08/2023:
    Seven Straight Months of S&P 500 Gains
  • 07/2023:
    Six Straight Months of S&P 500 Gains
  • 06/2023:
    Growth Rebounds in June
  • 05/2023:
    Investors Bought In May
  • 04/2023:
    April Acceleration
  • 03/2023:
    Rates March Higher
  • 02/2023:
    February Frenzy
  • 01/2023:
    January Tests Resolutions
  • 12/2023:
    2020 is Finally Over
  • 11/2023:
    A November to Remember
  • 10/2023:
    More Trick Than Treat in October
  • 09/2023:
    Spooked in September
  • 08/2023:
    Continued Ascent in August
  • 07/2023:
    A Jumbo July
  • 06/2023:
    More Signs of Recovery in June
  • 05/2023:
    “May”-terial Gains
  • 04/2023:
    An Astonishing April
  • 03/2023:
    A Forced March Lower
  • 02/2023:
    Fright and Flight in February
  • 01/2023:
    January Tests New Year Resolutions
  • 11/2023:
    Heading North in November
  • 10/2023:
    A Rock'n October
  • 09/2023:
    A Sneaky September
  • 08/2023:
    An Anxious August
  • 07/2023:
    Adjusting in July
  • 06/2023:
    A Giant June
  • 05/2023:
    May Meltdown
  • 04/2023:
    April Appreciation
  • 03/2023:
    A Merry (But Wary) March
  • 02/2023:
    A Warm and Fuzzy February
  • 01/2023:
    A Gigantic January
  • 12/2023:
    A Dismal December
  • 11/2023:
    No Rest in November
  • 10/2023:
    A Red October
  • 09/2023:
    A Surprising September
  • 08/2023:
    August Appreciation
  • 07/2023:
    A Jump in July

Market Reactions

Weekly Market Update

  • 01/2023:
    Stocks Up, Earnings Down as Fed Meets
  • 01/2023:
    The Fed Isn’t Satisfied and the Market Isn’t Listening
  • 01/2023:
    Inflation Decelerates and China Reopens
  • 11/2023:
    Better-Than-Expected
  • 11/2023:
    Smaller for Longer?
  • 10/2023:
    The Fed Decides
  • 10/2023:
    Policy, Not Politics
  • 10/2023:
    Too Hot to Handle
  • 10/2023:
    Keeping At It
  • 09/2023:
    Lather, Resolve, and Repeat
  • 09/2023:
    A Wake-Up Call
  • 09/2023:
    Hut, Hut, Hike!
  • 08/2023:
    Wrangling Inflation in Jackson Hole
  • 08/2023:
    Slow Fashion
  • 08/2023:
    Dueling Mandates
  • 08/2023:
    Two Quarters and Eight Weeks
  • 07/2023:
    The Tortoise and the Hare
  • 07/2023:
    Unacceptably High
  • 07/2023:
    Can the Fed Stick the Landing?
  • 06/2023:
    A Rally Amid a “Challenging” Backdrop
  • 06/2023:
    A Textbook Example
  • 06/2023:
    Mixed Messages
  • 05/2023:
    Are We There Yet?
  • 05/2023:
    Coming in Hot
  • 05/2023:
    Keeping an Eye on Inflation
  • 05/2023:
    Fast and Furious
  • 04/2023:
    Has U.S. Inflation Peaked?
  • 04/2023:
    Too Much or Not Enough?
  • 04/2023:
    Breaking the Cycle
  • 03/2023:
    Walking a Tightrope
  • 03/2023:
    March Madness
  • 03/2023:
    The Fed Decides
  • 03/2023:
    Treading Carefully
  • 02/2023:
    A Swift Response To Russia
  • 02/2023:
    Geopolitical Risks Rise
  • 02/2023:
    On the One Hand…On the Other Hand
  • 01/2023:
    The March Towards March
  • 01/2023:
    Pondering the Punch Bowl
  • 01/2023:
    New Year, New Fed
  • 12/2023:
    The Powell Pivot
  • 12/2023:
    Taper Time…Again
  • 12/2023:
    Oh C’mon Omicron
  • 11/2023:
    Infrastructure Month
  • 11/2023:
    Inflation Nation?
  • 11/2023:
    Higher for Longer
  • 11/2023:
    Let’s Make a Deal
  • 10/2023:
    An Abnormal Return to Normal
  • 10/2023:
    Inflation is Here. Will it Stay for Dinner?
  • 10/2023:
    The Table Has Been Set
  • 10/2023:
    D.C. Drama
  • 09/2023:
    That Was Short-Lived
  • 09/2023:
    Pressure Builds
  • 09/2023:
    Should Investors Be Nervous?
  • 08/2023:
    Taper Time?
  • 08/2023:
    The Three I’s
  • 08/2023:
    The Waiting Game

Webcasts

  • 01/2023:
    Outlook 2023 - Roadmap to recovery: Portfolios to anticipate opportunities
  • 11/2023:
    Washington Watch: The Potential Financial Impact of the Midterm Elections
  • 06/2023:
    2021 Mid-Year Outlook - Traveling to the post-COVID world: New portfolios for a new economy.
  • 03/2023:
    Yields Have More Room to Rise
  • 03/2023:
    Falling Oil Prices, Yields & Stocks: What to Expect Next
  • 02/2023:
    An Update on the Coronavirus and the U.S. Primary Season
  • 01/2023:
    The Year Ahead: How to Navigate Both Volatile Markets and the New Tax Laws

Market Outlook

  • 12/2023:
    Outlook 2023 —
    Roadmap to Recovery: Portfolios to Anticipate Opportunities
  • 12/2023:
    Wealth Outlook 2023
  • 12/2023:
    Deepening digitization
  • 12/2023:
    G2 Polarization Intensifies
  • 12/2023:
    Energy security is vital
  • 12/2023:
    Putting your cash to work in a higher rate environment
  • 12/2023:
    Seeking to boost portfolio immunity with healthcare
  • 06/2023:
    Mid-Year Outlook 2022 —
    Investing in the Afterglow of a Boom
  • 06/2023:
    Video: Build Quality, Resilient Portfolios Now
  • 06/2023:
    Video: The Digital Revolution Has Far to Go
  • 06/2023:
    Video: The Rise of Asia: G2 Polarization Accelerated
  • 06/2023:
    Video: Where to Look for Portfolio Income
  • 12/2023:
    Outlook 2022 —
    The Expansion Will Endure:
    Seeking Sustained Returns
  • 06/2023:
    Traveling to the Post-COVID World: New Portfolios for a New Economy
  • 12/2023:
    Market Outlook 2021
    A New Beginning:
    Investing in a Post-COVID World
  • 10/2023:
    Washington Watch: The Path to the Presidency
  • 06/2023:
    Mid-Year Outlook 2020: A Changed World — Investing in the New Cycle
  • 01/2023:
    Outlook 2020: Back to the Future
  • 07/2023:
    Mid-Year Outlook 2019: Hope and Fear
  • 01/2023:
    Outlook 2019: Finding The Light
  • 07/2023:
    Mid-Year Outlook 2018: Is this The End of “Easy”?

Media

Financial Guidance

Family and Money

  • College Financial Aid: What is it and How Do You Get More?
  • Using Student Loans to Help Finance Your College Education
  • 529 Plan for Education – 4 Steps to Help Maximize Savings
  • Financially Preparing for a Baby: Diapers, Life Insurance and Education Savings
  • Money and Marriage: Tying the Financial Knot

Insurance & Long-Term Care

  • Life Insurance: More Than Just Protection for Your Family
  • Getting a Life: Insurance in Case You Aren't Around
  • Learn About Medicare and Medigap
  • Elder Care: Good Planning Can Make All the Difference

Investing

  • Mutual Fund Basics
  • Investing Basics: Taking on Risk — In the Hope of Earning Higher Returns
  • 6 Steps to Building Your Portfolio
  • Introduction to Exchange-Traded Funds (ETFs)
  • Introduction to Sustainable Investing
  • Trading Options: The Basics
  • Does Systematic Investing and Dollar Cost Averaging Make Sense for You?
  • Giving Your Money a Checkup: Has Your Portfolio Lost Its "Balance"?
  • Introduction to Equities
  • Five Things to Remember in Volatile Markets

Personal Finance

  • Numbers You Need to Know: 2022 and 2023
  • Your 2022 Tax Planning
  • What About an Emergency Fund?

Retirement

  • Approaching Retirement
  • 7 Ways You Might Think About Boosting Retirement Income & Maximizing Assets
  • The Right Time to Collect Social Security
  • Comparison – Traditional vs. Roth IRAs

Trust & Estate

  • Change of Trustee Considerations
    At a Glance
  • Trust Fundamentals
    At a Glance
  • Charitable Giving Can Benefit Tax and Estate Planning
  • Estate Planning: Beyond a Will
  • What to Do After a Loved One Dies: 3 Important Steps to Follow

Weekly Updates

  • Stocks Up, Earnings Down as Fed Meets
  • The Fed Isn’t Satisfied and the Market Isn’t Listening
  • Inflation Decelerates and China Reopens
  • Better-Than-Expected
  • Smaller for Longer?
  • The Fed Decides
  • Policy, Not Politics
  • Too Hot to Handle
  • Keeping At It
  • Lather, Resolve, and Repeat
  • A Wake-Up Call
  • Hut, Hut, Hike!
  • Wrangling Inflation in Jackson Hole
  • Slow Fashion
  • Dueling Mandates
  • Two Quarters and Eight Weeks
  • The Tortoise and the Hare
  • Unacceptably High
  • Can the Fed Stick the Landing?
  • A Rally Amid a “Challenging” Backdrop
  • A Textbook Example
  • Mixed Messages
  • Are We There Yet?
  • Coming in Hot
  • Keeping an Eye on Inflation
  • Fast and Furious
  • Has U.S. Inflation Peaked?
  • Too Much or Not Enough?
  • Breaking the Cycle
  • Walking a Tightrope
  • March Madness
  • The Fed Decides
  • Treading Carefully
  • A Swift Response To Russia
  • Geopolitical Risks Rise
  • On the One Hand…On the Other Hand
  • The March Towards March
  • Pondering the Punch Bowl
  • New Year, New Fed
  • The Powell Pivot
  • Taper Time…Again
  • Oh C’mon Omicron
  • Infrastructure Month
  • Inflation Nation?
  • Higher for Longer
  • Let’s Make a Deal
  • An Abnormal Return to Normal
  • Inflation is Here. Will it Stay for Dinner?
  • The Table Has Been Set
  • D.C. Drama
  • That Was Short-Lived
  • Pressure Builds
  • Should Investors Be Nervous?
  • Taper Time?
  • The Three I’s
  • The Waiting Game

Wharton Knowledge

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  • Financial
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