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Stocks Stage Comeback After Heavy Monday

2024-08-12T10:23:05-05:00August 12, 2024|Categories: Weekly Update|Tags: , , , , , , , , , , , |

The Weekly Update

Week of August 12th, 2024
By Christopher T. Much, CFP®, AIF®

Stocks ended last week with modest losses, masking a volatile five-day trading period that saw investors embrace recession concerns and then dismiss the slow-down talk as speculation as the week progressed.

The Dow Jones Industrial Average slipped 0.60 percent, while the Standard & Poor’s 500 Index ended flat (-0.04 percent). The Nasdaq Composite dipped 0.18 percent. The MSCI EAFE Index, which tracks developed overseas stock markets, fell 1.21 percent.

Stocks Stage Comeback
Monday was the worst day for the S&P 500 and the Dow in nearly two years. As recession talk grew louder, investors took a “risk off” position.

On Monday, the Japanese market had its worst drop since 1987 as market participants unwound positions from a popular trading strategy called a “carry trade” amid a global sell-off in stock prices.

But on Thursday, initial jobless claims fell less than expected—a positive …

  • Active Management: A FIDUCIARY STRATEGY FOR LONG-TERM ASSET PROTECTION

Active Management

2025-03-25T10:09:34-05:00July 18, 2024|Categories: Resource Center|Tags: , , |

Active Management: A Fiduciary Strategy For Long Term Asset Protection

Active management is a key investment strategy aimed at preserving and enhancing assets over time. Unlike passive management, which tracks a market index, it involves portfolio managers making specific, dynamic investment decisions to meet financial goals. This hands-on approach allows managers to adapt to market fluctuations, identify growth opportunities, and potentially reduce risks, all while maintaining a strong fiduciary commitment to act in clients’ best interests.

The core of active management lies in its ability to mitigate downside risks, especially in volatile markets. Active managers can adjust strategies in real-time, using tactics like asset reallocation, derivatives, or stop-losses to protect portfolios from significant losses. For instance, during the 2008 financial crisis or the 2020 COVID-19 market downturn, active managers may have reduced exposure to at-risk sectors or shifted into defensive areas, while passive strategies simply followed market declines. This flexibility makes …

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