Is Goldilocks Finding Her Bed?

by Jeremy Bryan, CFA®, Gradient Investments, LLC Posted on Oct 2, 2024 As we exit the third quarter, many global assets are positive in performance with some exceeding record levels…

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The August Roller Coaster

by Jeremy Bryan, CFA, Gradient Investments LLC Posted on Sep 4, 2024 Stocks went for a wild ride in August. The S&P 500 declined rather quickly early in the month…

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Stocks Rotate as Cuts Come to the Horizon

by Jeremy Bryan, CFA, Gradient Investments, LLC The stock market saw a dramatic reversion in July, as small-cap stocks significantly outperformed their large-cap counterparts for the month. Our opinion is…

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Starting Off On The Right Foot

In January, we had mostly positive performance for stocks, while bond performance was slightly negative. From an economic perspective, there is an increasing belief that we can avoid a US…

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