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Market Commentary | November 11th, 2024

Market Commentary | November 11th, 2024

Week in Review... Following the highly anticipated U.S. election and rate cut decision by the Fed, last week saw equity market’s rally after the election of Donald Trump as the 47th president of the United States. The S&P 500 rose 4.66%, snapping a two-week...

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Market Commentary | November 4th, 2024

Week in Review... With this past week being the last full week before investors go to the election polls, labor market numbers and inflation were the focus as markets struggled to overcome a surprise in payroll numbers. The S&P 500 fell 1.37%, continuing a...

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Weekly Market Commentary | October 28th, 2024

Weekly Market Commentary | October 28th, 2024

Week in Review... The major indices exhibited mixed performance for the week ending October 25, 2024. The S&P 500 declined by 0.96%, ending its six-week winning streak The Dow Jones Industrial Average fell by 2.68%, also recording its first weekly loss after six...

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Weekly Market Commentary | October 21st, 2024

Weekly Market Commentary | October 21st, 2024

Week in Review... As quarterly earnings come to an end, all major indices ended the week in positive territory, as small caps led with the Russell 2000 ending the week up 1.87%, leading to signs that small cap stocks are continuing their third quarter turnaround this...

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Weekly Market Commentary | October 7th, 2024

Weekly Market Commentary | October 7th, 2024

Week in Review... The financial markets continue to adjust their views on interest rates and inflation, with all major indices posting positive results, and the 10-Year Treasury rising 18 basis points (bps). The S&P 500 rose 0.22% The Dow Jones Industrial Average...

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FP Code of Ethics

FP Code of Ethics

FPA Code of Ethics All financial planning services will be delivered in accordance with the following standard of care:Principle 1 Integrity Provide professional services with integrity.Principle 2 Objectivity Provide professional services objectively.Principle 3...

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