Resources
In an effort to fulfill our mission of educating all on the benefits of a healthy financial lifestyle, we offer our insights and resources. Our ‘Vestbridge Weekly Update’ is published weekly and provides critical insight into current events.
As a trusted voice in the industry, we also offer some of our published Guides free to the public, and we offer other materials also listed below.
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What’s Up In The Market
Global Equities:
Investors continued to rotate out of large-cap technology stocks and into value and small-caps during the week.
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2024 Mid-Year Update
When we penned our Annual Outlook, we noted that markets were beginning to return to a semblance of “normalcy” as the effects of pandemic-era rate cuts and subsequent hikes from the Federal Reserve (the “Fed”) were poised to unwind.
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Extreme Divergences
US stocks are on a remarkable run, with both the Nasdaq Composite and S&P 500 trading at all-time highs and the Dow Jones Industrial Average just below the record 40,000 level attained in mid-May 2024.
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ECB Cuts Interest Rates
On June 6th, the European Central Bank (ECB) cut its key interest rate from 4% to 3.75%.
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Connecting the Dots
Various members of the Federal Reserve have been out in force on the speaking circuit, offering their updated assessments of inflation and the economy.
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Positive Market Breadth is a Bullish Setup
It’s no secret that the US stock market has become increasingly concentrated in recent years, with the largest, most dominant technology companies representing a disproportionate amount of the S&P 500 Index’s market capitalization.
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Election Uncertainty Around the Corner
As investors, we must often remind ourselves that markets are forward-looking in nature, and that the current, known events have less influence on market returns than one would think.
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Rate Cuts in Doubt, but Does It Matter?
Back in the fall of 2023, the Fed signaled that rate hikes were finished, prompting a significant stock market rally that has been largely uninterrupted.
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Collateral Damage From Fed Policy (3) – Money Market Funds, A ‘Powder Keg’?
By Dr. George Calhoun – Vestbridge Advisors, Inc. Advisory Board Member
Executive Director of the Hanlon Financial Systems Center -
AI is coming? No, it’s already here.
2023 will go down as the year when Artificial Intelligence (AI) became omnipresent in the lexicon of society.
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Collateral Damage From Fed Policy, Part 2: A Broken Housing Market
By Dr. George Calhoun – Vestbridge Advisors, Inc. Advisory Board Member
Executive Director of the Hanlon Financial Systems Center
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