THE BLOG

Offering market updates from our partners at Commonwealth as well as knowledge and insight for our clients from Gallagher himself.

MARKET UPDATES

Market Update for the Week of March 18, 2024

Presented by Mark Gallagher Facing greater exposure to debt—which costs more as rates increase—small-cap stocks struggled last week. Rates rose as bond investors demanded more yield to offset hotter-than-expected inflation. Quick Hits Report releases: Consumer and producer prices were hotter than expected in February. Financial market data: Small-caps struggled as inflation led to potential challenges […]

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Weekly Market Update, March 11, 2024

Market Update—Week of March 11, 2024 Presented by Mark Gallagher — Weak iPhone and Tesla sales in China moved the Nasdaq Composite lower. Rates for Treasuries with maturities greater than five years fell as the Federal Reserve (Fed) indicated it was close to cutting interest rates. Quick Hits Report releases: Hiring accelerated in February, with […]

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Market Update for the Month Ending February 29, 2024

Presented by Mark Gallagher Quick Hits Stocks Rally in February Challenging Month for Bonds Economy Continues to Expand Markets Updating Expectations for the Fed Real Risks Remain Solid Backdrop for Growth   Stocks Rally in February February was a good month for stocks, with all three major U.S. indices ending the month in positive territory. […]

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Weekly Market Update March 4, 2024

Presented by Mark Gallagher The rally in artificial intelligence (AI) continued last week as Dell posted strong earnings as demand for its AI servers rose. Bond investors bought between 2-year and 10-year maturities as the Federal Reserve’s (Fed’s) inflation gauge came in line with expectations. Quick Hits Report releases: Personal income and spending increased in […]

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MARKET OBSERVATIONS

Market Thoughts for January 2020

Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for December. It was a great close to 2019, with U.S. markets up more than 20 percent and international markets showing double-digit gains. Job growth was strong, and, for the ninth month in a row, income and spending went up. New home sales were at […]

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Market Observations for February 2019

Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for January. It was a great month for the financial markets. Despite the government shutdown, signs of an economic slowdown, and dropping consumer and business confidence, U.S. and international markets were up. Plus, job and wage growth were strong, and companies made more money than […]

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Market Observations for January 2019

Brad McMillan, Commonwealth’s CIO, recaps market and economic news for December. It was another bad month in a string of bad months, with U.S. markets down about 10 percent and international markets faring only a bit better, down 5 to 6 percent. A combination of bad news, from a government shutdown, to the ongoing trade […]

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Weekly Market Update, August 27, 2018

Presented by Mark Gallagher General market news   • On Monday morning, the 10-, 30-, and 2-year Treasuries opened at 2.81 percent, 2.96 percent, and 2.62 percent, respectively. The spread between the 2- and 10-year notes is again at its flattest level in this economic cycle. Historically, an inverted yield curve—where rates on the short end […]

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MARK'S MESSAGE

A Look Ahead to 2024

Presented by Mark Gallagher At the start of 2023, we saw dire headlines about the economy and the markets despite positive economic data. Ultimately, the results this year followed the data, not the headlines. Yes, there were (and are) many concerns and risks. As long as the data stays solid, however, so should the results. […]

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A 2023 Outlook: It Will Be Better Than It Looks

In 2022, we faced rising prices, market volatility, and recession fears. Can we expect some good news in the new year? We always strive to keep you informed and help you stay on track toward your long-term financial goals. Today, we present a 2023 outlook provided by Brad McMillan, CFA®, CAIA, MAI, chief investment officer […]

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2021 Tax Organizer

CLICK HERE -> Generic Tax Organizer 2021 <- FOR THE 2022 TAX SEASON   Another tax filing season is fast-approaching.  We hope your 2022 new year is off to a great start.  Our entire staff appreciates having you among our good and loyal clients – thank you! As was the case last year, Gallagher Financial […]

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2020 Tax Organizer

Click here -> Generic Tax Organizer 2020 for the 2021 Tax Season After a rollercoaster year, the 2021 tax filling season is fast-approaching once again. Without a doubt, the Covid-19 pandemic has introduced a paradigm shift in our daily routines! As we all adapt to what’s been deemed “the new normal”, Gallagher Financial Services is […]

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