Market Update 11/27/24
News Flow It’s hard to believe that tomorrow is Thanksgiving, but even though the holidays have arrived the news flow is constant....
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Joe Warren
Nov 71 min read
Market Update 11/7/24
Policy No matter your party affiliation, it's clear what the markets wanted from the presidential election: decisiveness. The Dow rallied...
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Joe Warren
Oct 12 min read
Market Update 10/1/24
Lower Rates Last month Fed officials lowered interest rates by 0.5%, a substantial reduction from their two-decade high. The committee’s...
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Joe Warren
Aug 51 min read
Market Update 8/5/24
Global equity markets are in sell-off mode and the futures point to a severe rout.
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Joe Warren
Jul 301 min read
Market Update 7/30/24
People often stop and ask me about investments and where I think the market is going this year. After 25 years in the business, I’ve..
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Joe Warren
Jun 181 min read
Market Update 6/18/24
Economic Cracks Quarterly earnings reports are in, and the results are mixed. What’s apparent from the reports of retailers is that...
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Joe Warren
Apr 42 min read
Market Update 4/4/24
The Deficit Effect The investment topic du jour these days amongst our clients and cohorts is the direction of interest rates and my golf...
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Joe Warren
Feb 292 min read
Market Update 2/29/24
Flattening the Curve There are many macro metrics to analyze in money management, but the yield curve is one of the more prominent....
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Hector Molini
Feb 71 min read
Beneficiaries
As a financial planning firm, we have the privilege of advising clients on every aspect of their financial life. One of the things we...
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Joe Warren
Feb 12 min read
Market Update 2/1/24
Jawboning The job of the Federal Reserve Chairman is not an easy one and as Chairman Powell demonstrated at yesterday’s news conference,...
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Parker Allen
Jan 181 min read
What's The Plan?
With the start of a new year, it's important to reflect on the financial goals you want to achieve in 2024. Setting financial goals is...
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Joe Warren
Jan 21 min read
Market Update 1/2/24
The New Year Happy New Year to all the Warcap family and friends!! 2023 is in the books and the markets surprised many. Numerous...
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Joe Warren
Dec 8, 20231 min read
Market Update 12/08/23
Peak Rates Good news on the disinflation front has caused a colossal shift in the bond market. The 10-year treasury rate peaked at 5% on...
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Joe Warren
Nov 10, 20231 min read
Market Update 11/10/23
Don’t look now, but prices are FALLING! Oil is down 17% in the last three months. The 10-year treasury rate has fallen 50 basis points in...
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Joe Warren
Oct 20, 20232 min read
Market Update 10/20/23
The 8% Mortgage Today the 30-year mortgage rate hit 8%, the highest level in 23 years! Just two years ago, the 30-year mortgage was 3%,...
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Joe Warren
Sep 25, 20232 min read
Market Update 9/25/23
Headwinds The third quarter tends to be challenging for the stock market and 2023 is proving no different. A bevy of headwinds lurk and...
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Joe Warren
Aug 17, 20232 min read
Market Update 8/17/23
Headwinds For the first time in 15 years, the bond market is offering “real return”, which subtracts taxes and inflation from interest. ...
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Joe Warren
Jul 31, 20231 min read
Market Update 7/31/23
In my May 2023 Market Update, I stated that a “soft landing” is upon us, and incoming data since then has confirmed such. The economy...
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Joe Warren
May 25, 20231 min read
Market Update 5/25/23
As Registered Investment Advisors, we are tasked with generating “real return”, which is calculated by subtracting inflation from the...
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Joe Warren
May 3, 20232 min read
Market Update 5/3/23
Remarkably, three of the largest bank failures in U.S. history occurred in the year's first five months. First Republic, Silicon Valley,...
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