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Why Long Term Investing Matters

Successful Long-term investing requires more than simply putting away money and forgetting about it. You need a solid strategy to overcome inflation, market ups and downs, and life’s uncertainties. ...
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So, you want to invest for the long haul and set yourself up for success decades later? Smart thinking. With advancements in healthcare allowing people to live longer, planning for a lengthy lifespan is critical.  With the right principles guiding your investment management, you can build wealth over time and achieve financial security. In this article, we explore key principles for successful long-term investing so you can craft an investment ...
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Weekly Market Update – 1.13.2025

Last week, solid job numbers were a case of good news is bad news for the markets, with the S&P 500 declining by (1.94%). Job creation and openings support economic growth but can prompt the Federal Reserve (Fed) to maintain higher rates for longer to fulfill its dual mandate of maximum employment and price stability. As long-term investors, we prefer a strong jobs market and cautious Fed over a weak jobs market and easy Fed policy. The latter is usually in response to a poor economy …
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Weekly Market Update – 1.6.2025

Last week, we closed out 2024 with a bang and rang in the New Year. The S&P 500 declined -0.45% for the week but rose 23% over the year and hit 57 new all-time highs. The Magnificent 7 and technology indexes have outperformed the S&P 500 for two consecutive years. Prudent rebalancing can reduce concentrated tech stock holdings or overweight tech sector allocations. Unify Financial Advisors rebalances portfolios as part of our investment management …
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Weekly Market Update – 12.16.2024

Last week, warm November inflation readings for CPI and PPI put downward pressure on stocks and bonds, with the S&P 500 declining 0.61% and longer-term yields increasing 0.25%. Rent inflation has been stubborn since the pandemic, but last week’s underlying data for rents showed their weakest pace in over three years, suggesting further progress on inflation.  Investors will focus on retail sales and the FOMC rate decision this week. The CME …
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Weekly Market Update – 12.9.2024

Last week, consumer discretionary, communication services, and information technology stocks saw gains, which were tempered by declines in energy, utilities, real estate, and materials. The S&P 500 gained 0.99%, and the Russell 1000 growth gained 3.64%. Friday’s labor report showed strong November hiring and upward revisions for September. The strong hiring and an increase in the employment rate from 4.1% to 4.2% should keep the Fed on course to cut rates by 0.25% on December …
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Weekly Market Update – 12.02.2024

Last week, investors had plenty to be thankful for, with the S&P 500 setting record highs and gaining 1.08%. Gross Domestic Product estimates, Personal Consumption Expenditures, and lower treasury yields helped drive stocks to record highs. Online Black Friday sales hit records in the US as people spent $10.8 billion or $11.3 million online every minute from 10 a.m. to 2 p.m. We kick off December this week, hoping to continue the Santa Claus rally. Investors will …
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Weekly Market Update – 11.25.2024

Last week, stocks posted solid gains, rebounding from the prior week’s loss. US benchmarks climbed higher, with the S&P 500 gaining 1.72%. Existing October home sales rose 3.4% from the previous month. The median single-family home price was $412,000 in October, 4.1% above the October 2023 price of $396,000. Moderating home price inflation and lower mortgage rates are welcome signs for home buyers. As we approach Thanksgiving, the holiday season brings increased travel and …
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Weekly Market Update – 11.18.2024

Last week, stocks shrugged off upbeat economic data from the October CPI and retail sales reports. Instead, the S&P 500 closed (2.05%) lower on hawkish comments from Fed Chair Jerome Powell and rising treasury yields. Probabilities for a 0.25% December rate cut swung wildly last week and currently stand at 62%. This week, the focus is on the housing sector. The report on housing starts for October is out on Tuesday. In September, the number of housing starts and …
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Weekly Market Update – 11.11.2024

Last week, investors reacted to the election results and the FOMC’s 0.25% rate cut, driving U.S. stocks to new record highs. The S&P 500 gained 4.69% on the week. ForecastEx contracts accurately predicted the outcome of the presidential election and various other races.   This week, we will get the latest inflation data for October, which includes the Consumer Price Index (CPI)and Producer Price Index (PPI). CPI is expected to remain unchanged compared …
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Weekly Market Update 11.4.2024

Stocks kicked off November on a positive note after being spoked on Halloween. Thursday’s close saw equities lower for October, the first down month since April. The October Employment Report revealed nonfarm payrolls grew by only 12,000. The disruptive forces of hurricanes and the Boeing Labor strike are blamed for the weak employment data.  Earnings reports from major technology companies fell short of investors’ high expectations. However, Amazon’s earnings and guidance …
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Weekly Market Update – 10.28.2024

Last week, the S&P 500 finished down (0.96%), while the tech-heavy NASDAQ gained 0.16%. Ten-year treasury yields climbed, closing at 4.25%, driving borrowing rates on 30-year fixed mortgages up to 7.21%. Through Friday, 37% of companies in the S&P 500 reported third-quarter earnings, with 75% beating estimates, in line with the 10-year average for this metric. Profits are broadening beyond the largest companies and analysts expect earning gains across all 11 S&P 500 sectors for …
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