Rivergrass Wealth Management

My senior #3

Wishing this guy a very happy 20th birthday. We love you buddy!

#2

Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates.

Monthly Market Insights | September 2024 Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates.

Stocks edged higher in August as investors monitored economic reports for the Fed's next move with short-term interest rates

Monthly Market Insights | August 2024 Stocks edged higher during a volatile month of trading as investors monitored economic reports about the Fed’s next move with short-term interest rates.

The stock market rallied in Q2 around AI and hopes that the Fed will manage interest rates with inflation trending lower.

Quarterly Market Insights | Q2 2024 Following a rocky start, stocks finished the second quarter higher as investors remained optimistic the Fed will manage interest rates with inflation trending lower.

Stocks rallied in May as investors welcomed upbeat Q1 corporate reports and signs of a Goldilocks economy - not too hot, not too cold. The Dow crossed 40,000 for the first time after cooler inflation data raised hopes for a potential rate adjustment.

Monthly Market Insights | June 2024 Stocks rose in May as investors cheered upbeat Q1 corporate reports and signs that the economy was still strong while not overheating.

In 2021 we said that we believed inflation would be transitory – if your definition of transitory was a long time. Transitory as the Fed meant it, was short term. We believed that the trillions of dollars that were printed during Covid...

What is hiding in the closet, Bull or Bear? The main drivers of the stock markets are company earnings and interest rates. If earnings go up, that is a sign of a healthy economy. If interest rates go up, that is a sign of a Fed concerned that the economy is overheating. The cost of borrowing money becomes more expensive

April's stocks took a hit due to rising inflation and mixed economic news, despite a late-month rally fueled by strong Q1 reports from two mega-cap tech stocks.

Monthly Market Insights | May 2024 Despite a late-month rally, stocks fell in April as investors struggled with a hotter-than-expected inflation report and mixed news about the economy.

The stock market saw solid gains this quarter, with AI news, soft landing signs, and dovish comments from the Fed fueling investor confidence.

Quarterly Market Insights | Q1 2024 Stocks notched solid gains in the first quarter as enthusiasm about artificial intelligence, signs of a soft landing, and dovish talk from the Fed buoyed investor confidence.

February saw modest gains thanks to upbeat corporate reports and investor enthusiasm regarding artificial intelligence.

Monthly Market Insights | March 2024 Stocks notched solid gains last month as upbeat corporate reports and investor enthusiasm surrounding artificial intelligence overshadowed the Fed’s next move with interest rates.

2023 Predictions – End of Year Check In As 2023 draws to a close, it’s time to review where we were wrong, where we were right, and add some nuance to what has happened this year: The US economy will experience a recession...

2023 Predictions – End of Year Check In

The fears that dragged on the stock market since August evaporated in November as fresh inflation data reaffirmed continuing progress in the fight against rising prices.

Monthly Market Insights | December 2023 The Dow Jones Industrial Average gained 8.77 percent, while the Standard & Poor’s 500 Index advanced 8.92 percent. The Nasdaq Composite, which has led all year, picked up 10.70 percent.1

Investors faced challenges as stocks moved lower due to multiple headwinds, including rising bond yields and geopolitical tensions. However, many remain confident as they look for initial indications of consumer strength by gauging early holiday shopping levels.

www.rivergrasswm.com

Stocks faced headwinds in Q3 as bond yields rose, impacting investor sentiment. With inflation data and interest rates in focus, market watchers anticipate a potential rate hike.

Quarterly Market Insights | Q3 2023 Stocks lost a portion of their first-half gains in the third quarter as a continued tight monetary bias from the Federal Reserve sent bond yields higher, unsettling stock investors throughout August and September.

Despite challenges from rising yields and credit downgrades, stocks staged a late-month rally. All eyes are now on the Fed's upcoming meeting, while National Preparedness Month reminds us to get equipped for unexpected challenges.

Monthly Market Insights | September 2023 After sliding for much of last month on rising yields, credit rating downgrades, and economic weakness out of China, stocks staged a late-August rally to help trim losses.

August may be a hot and busy month for economic news, with investors closely monitoring Fed Chair Powell’s monetary policy remarks in the upcoming Economic Policy Symposium in Jackson Hole. In the meantime, here are the latest labor market stats, inflation data, international market performance, sector trends, and more.

Monthly Market Insights | August 2023 Stocks added to their strong year-to-date gains in July as investors cheered decelerating inflation, better-than-expected corporate earnings, and healthy economic data.

Hard to believe but 2023 is over halfway complete. Time to review where we were wrong, where we were right, and add some nuance to what is happening during the year:The US economy will experience a recession this year. We believe...

2023 Predictions - Mid-Year Check In Hard to believe but 2023 is over halfway complete. Time to review where we were wrong, where we were right, and add some nuance to what is happening during the yea

Honored to be included in the AdvisorHub Top 100 Solo Practitioners to Watch 2023: https://www.advisorhub.com/advisors-to-watch-solo-2023/

AdvisorHub Top 100 Solo Practitioners to Watch Honored to be included in the AdvisorHub Top 100 Solo Practitioners to Watch 2023:  https://www.advisorhub.com/advisors-to-watch-solo-2023/

In Q2, the stock market continued its upward trend, driven by cooling inflation, a potential shift in monetary policy, and growing excitement around artificial intelligence (AI).

Quarterly Market Insights | Q2 2023 Stocks extended their rally in the second quarter, boosted by cooling inflation, the prospect of a shift in monetary policy, and enthusiasm over artificial intelligence.

Tuscan days

With the Federal debt ceiling fight resolved and the potential of further artificial intelligence innovations on the horizon, stocks had a mixed month in May. For more, check out the Monthly Market Insights for June 2023 for a comprehensive overview of stock prices and market trends.

Monthly Market Insights | June 2023 Stock prices were mixed as enthusiasm over the economic potential of artificial intelligence was offset by concerns about the federal debt ceiling.

Market Update! April saw a tech stock rally despite recession fears and mixed earnings reports. Dow Industrials led with a 2.5% gain, while S&P 500 gained nearly 1.5%, and Nasdaq was flat. In May, the focus is on the Fed's next move, economic data, and bank lending activity. Stay up-to-date with our monthly market report.

Monthly Market Insights | May 2023 The Dow Jones Industrial Average led, picking up 2.48 percent. The Standard & Poor’s 500 Index rose 1.46 percent, while the Nasdaq Composite was flat (+0.04 percent).1

Investors were forced to navigate a tricky first quarter of 2023, having to contend with corporate earnings, shifting monetary signals, and troubles in the banking sector.

Quarterly Market Insights | Q1 2023 Stocks posted solid gains in the first quarter as investors navigated corporate earnings, shifting monetary signals, and troubles in the banking sector.

A deeper dive into our 2023 predictions. First up - the US will experience a recession this year. Why, how deep, when will we recover? Please watch for our insights:

https://youtu.be/TXO19rI7MKo

We are excited to re-introduce you to our updated website. Please check it out and feel free to give your impressions. www.rivergrasswm.com

Investors maintained an anxious eye on the Fed over worries it would maintain its tight monetary posture due to ongoing inflation.

Monthly Market Insights | March 2023 Stock prices stumbled in February owing to growing worries that the Fed would maintain its tight monetary posture in the face of continuing inflation.

So happy for this young man.