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Market Update – Q3 2025
Key Updates on the Economy & Markets Markets carried their strong momentum from Q2 into Q3, with the S&P 500, Nasdaq, and small-cap stocks each hitting new highs. Investor sentiment remained optimistic despite soft labor market data and mixed economic signals, and stocks traded higher due to strong corporate earnings, the Federal Reserve’s pivot toward […]
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Market Update – August 2025
Stocks Trade Higher as Federal Reserve Signals Rate Cut Monthly Market Summary The S&P 500 Index rose +2.1% in August, bringing its year-to-date return to +10.7%. Large Cap Value stocks led with a +3.2% gain, while Large Cap Growth gained +1.2%. Health Care was the top-performing sector. Six additional S&P 500 sectors also outperformed the […]
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Market Update – July 2025
Stocks Trade Higher on Strong Q2 Earnings & Trade Deals Monthly Market Summary The S&P 500 Index rose +2.3% in July, pushing its year-to-date return to +8.4%. Large Cap Growth stocks led with a +3.7% gain, while Large Cap Value gained +0.6%. Utilities was the top-performing sector, with the Technology, Industrials, and Energy sectors also […]
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One Big Beautiful Bill Act
President Trump signed the One Big Beautiful Bill Act into law on July 4, introducing tax changes that could affect your retirement planning strategy. If you're nearing retirement or helping adult children with education costs, these updates may reduce your tax burden in your final working years. Executive Compensation May Get Relief Two provisions could […]
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Market Update – Q2 2025
Key Updates on the Economy & Markets After a volatile start to the year, the stock market staged a strong rebound over the last three months. In Q1, market sentiment was cautious due to rising policy uncertainty, concerns about slower economic growth, and questions about the longer-term outlook in the artificial intelligence industry. In Q2, […]
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MI Investments: Dell Technologies
While flashy AI software companies grab headlines, Dell has quietly built a multi-billion-dollar AI infrastructure business, converting its long-standing enterprise hardware expertise into a strategic advantage in computing’s next frontier. Company Overview Michael Dell founded his company in 1984, selling custom-built PCs directly to customers. Over four decades, Dell underwent major changes — going public […]
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Market Update – May 2025
Reflecting on the YTD Market Volatility & Recovery Monthly Market Summary The S&P 500 Index returned +6.3%, its strongest 1-month return since November 2023. Large Cap Growth stocks led the rally, with the Nasdaq 100 and Russell 1000 Growth gaining +9.2% and +8.9%, respectively. Technology was the top-performing S&P 500 sector for a second consecutive […]
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MI Investments:
JAZZ PharmaceuticalsSince its inception in California in 2003, the company has evolved into a leading global biopharmaceutical manufacturer with an especially compelling presence in both oncology and neuroscience. A History of Strategic Expansion Jazz Pharmaceuticals’ growth trajectory has been marked by strategic acquisitions with a consistent, forward-looking focus on the expansion of its portfolio of therapeutic […]
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Market Update – April 2025
The Rising Policy Uncertainty Leads to Increased Market Volatility Monthly Market Summary The S&P 500 Index returned -0.9%, outperforming the Russell 2000 Index’s -2.3% return. Technology was the top-performing S&P 500 sector, followed by Consumer Staples, Industrials, and Utilities. Energy returned -13.9% as oil prices fell -18.6%. Bonds ended the month unchanged despite intra-month volatility, […]
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Sector Spotlight: Industrials
Although it may not be flashy, the industrials sector is one of the broadest and most influential parts of the economy. Investments in this sector can play a pivotal role in a diverse portfolio. Here’s what you need to know about the industrials sector from an investment perspective. Understanding Industrials The industrials sector, or industrial […]
