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alternative investments

Rally Loses Steam; Fed Weighs Move

2024-11-18T08:50:26-06:00November 18, 2024|Categories: Weekly Update|Tags: , , , , , , , , , , , , , , |

The Weekly Update

Week of November 18th, 2024
By Christopher T. Much, CFP®, AIF®

Stocks fell last week as the post-election rally lost momentum amid an inflation uptick and cautious comments from Fed officials.

The Standard & Poor’s 500 Index fell 2.08 percent, while the Nasdaq Composite Index declined 3.15 percent. The Dow Jones Industrial Average lost 1.24 percent. The MSCI EAFE Index, which tracks developed overseas stock markets, dropped by 2.38 percent.

Rally Fizzles, Data Rattles
Stocks began the week with modest gains as all three major indexes hit record highs. On Tuesday, stocks took a breather with monthly inflation pending.

News that the Consumer Price Index (CPI) ticked up slightly in October injected some uncertainty into the markets. The Producer Price Index released the following day showed wholesale inflation ticked up last month. While both the CPI and PPI aligned with expectations, investors hoped for better news.
Comments from Fed Chair Powell that the …

Sixth Week of Gains on Wall Street

2024-10-21T10:15:54-05:00October 21, 2024|Categories: Weekly Update|Tags: , , , , , , , , , , , , , , , , |

The Weekly Update

Week of October 21st, 2024
By Christopher T. Much, CFP®, AIF®

Stocks posted modest gains last week, with quarterly earnings season in full swing and the election on the horizon.

The Standard & Poor’s 500 Index increased 0.85 percent, while the Nasdaq Composite Index rose 0.80 percent. The Dow Jones Industrial Average advanced 0.96 percent. The MSCI EAFE Index, which tracks developed overseas stock markets, fell 0.31 percent.

Six in a Row
Stocks bolted out of the gate as the week began. The S&P 500 and the Dow Industrials hit record highs, with the Dow crossing 43,000 for the first time.

Midweek, the news of stronger-than-expected retail sales report contributed to overall market momentum. Retail sales rose a seasonally adjusted 0.4 percent in September, topping economists’ forecasts.

As the week wrapped up, the technology sector helped fuel a rally that pushed the S&P and Nasdaq to another record high. It was the sixth …

  • Alternative Investments - Luxury Collectibles, A Growing Asset Class

Alternative Investments – Luxury Collectibles, A Growing Asset Class

2025-03-25T12:27:44-05:00February 13, 2022|Categories: Resource Center|Tags: , , , |

Alternative Investments – Luxury Collectibles, A Growing Asset Class

In our new infographic below, we examine a unique alternative investment category — luxury collectibles.  Along with the infographic, download our latest article on alternative investments here – https://bit.ly/3gKB4KM

Alternative Investments: Luxury Collectibles as a Growing Asset Class

In the wake of the 2008 financial meltdown and the uncertainty of the global pandemic, investors have increasingly turned to alternative investments. Concerned that traditional stock markets no longer offer reliable capital preservation, many have sought new opportunities. Luxury collectibles, such as fine wine, art, jewelry, and watches, have become popular asset classes, offering low correlation to the market and potential for high returns.

Fine Wine

Investing in fine wine has gained traction as an alternative investment, particularly in times of market instability. After the 2008 crisis, the Liv-Ex 100 Index saw a remarkable 40.5% return. Even more recently, fine wine prices have continued …

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