TLWM Financial – 2022 Outlook read more ..read more

  At TLWM, we believe that both stocks and bonds play an important role within portfolios. In this post, we’re going to focus on the role that bonds play. read more ..read more

  We hope that you had a wonderful Thanksgiving and were able to relax, recharge, and spend time with family and friends.  We are thankful for the stock market returns we’ve seen this year as the S&P 500 is up almost 22% for the year, despite a volatile end to the month.  (YCharts) November was a busy month for economic data and market-moving headlines.  We’ll highlight a few of these market movers and what they could mean as we look toward the rest of the year and into 2022. read more ..read more

We hope that you had a wonderful Thanksgiving and were able to relax, recharge, and spend time with family and friends.  We are thankful for the stock market returns we’ve seen this year as the S&P 500 is up almost 22% for the year, despite a volatile end to the month.  (YCharts) November was a busy month for economic data and market-moving headlines.  We’ll highlight a few of these market movers and what they could mean as we look toward the rest of the year and into 2022. read more ..read more

  The fourth quarter got off to a great start for stocks with the S&P 500 rallying almost 7% in October after a down month in September.  The recent move brings the index return to about 23% year to date.  (YCharts) Last month we reviewed the status of our economic dashboard – in short, it looks strong.  We believe that the strength seen in the dashboard combined with accommodative fiscal and monetary policy, and strong corporate earnings means that the chance of a recession in the near-term remains low.  read more ..read more

September’s normal seasonal weakness was on display again this year as stocks pulled back during the month.  The S&P 500 closed the 3rd quarter roughly where we started, but is still up almost 15% this year. (YCharts) read more ..read more

  August was another steady month for stocks with the S&P 500 closing higher for the 7th month in a row and finishing up about 3%. (YCharts) The S&P 500 doubled from the Covid bottom in March of 2020, we consider this a major milestone as this is the fastest the S&P 500 has rallied 100% from the market lows since World War II. (LPL Financial) read more ..read more

  July began with stocks moving higher as the S&P 500 once again hit all-time highs. (YCharts) Those new highs gave way to some stock market volatility as stocks pulled back throughout the month before finishing up about 2.3%.  read more ..read more

  We recently made two updates to our economic dashboard:  upgrading our market sentiment indicator to green and downgrading our market breadth indicator to yellow. Overall, we believe that our economic dashboard continues to suggest a low probability of recession over the next 6-9 months. read more ..read more

As June comes to a close, it’s hard to believe we are already halfway through the year; although, a lot has changed since January 1st.  It is wonderful to be back in the office with the full team and to be able to meet with many of you face-to-face once again.  read more ..read more