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How dynamic, risk-managed investment solutions are performing in the current market environment

3rd Quarter | 2024

Quarterly recap

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Current market environment performance of dynamic, risk-managed investment solutions.

Last week, the gold spot price gained 0.35% and the U.S. Dollar Index fell 0.16%. The Gold Bullion Strategy Fund (QGLDX) was up 0.31% for the week.

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This morning I was in the doctor’s office to get some blood drawn. The young lady across from me was there for the same purpose and was seconds away from the needle penetrating her skin.

The major U.S. stock indexes were mostly down last week. The S&P 500 Index decreased by 0.10%, the Dow Jones Industrial Average lost 0.23%, the NASDAQ Composite dipped 0.42%, and the Russell 2000 small-capitalization index added 0.58%.

U.S. equity markets posted losses in all three indexes last week. The S&P 500 decreased by 0.10%, the NASDAQ Composite fell 0.42%, and the Dow Jones Industrial Average was down 0.23%.

Last week, the gold spot price lost 1.05% and the U.S. Dollar Index was up 0.27%. The Gold Bullion Strategy Fund (QGLDX) fell 1.26% for the week.

Did you know that this April was the 20th anniversary of Financial Literacy Month?

The first quarter of 2023 saw mixed performance across equities, bonds, and gold.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 gained 0.79%, the NASDAQ Composite gained 0.29%, and the Dow Jones Industrial Average increased by 1.20%.

Last week, the gold spot price decreased by 0.19% and the U.S. Dollar Index fell by 0.27%. The Gold Bullion Strategy Fund (QGLDX) lost 0.09% for the week.

March ETF Deathwatch contains 520 zombie ETFs and ETNs.

The first quarter of 2023 reminded us that markets don’t always behave as expected.

The major U.S. stock market indexes mostly declined last week. The S&P 500 decreased by 0.10%, the Dow Jones Industrial Average gained 0.63%, the NASDAQ Composite was down 1.10%, and the Russell 2000 small-capitalization index lost 2.66%.

With tax season still top of mind, investors may be looking for the most beneficial—and tax-efficient—ways to make charitable donations.

U.S. equity markets posted gains in one of the three indexes last week. The S&P 500 lost 0.10%, the NASDAQ Composite fell 1.10%, and the Dow Jones Industrial Average went up 0.63%.

Last week, the gold spot price rose 1.96% and the U.S. Dollar Index decreased by 0.67%. The Gold Bullion Strategy Fund (QGLDX) went up 1.81% for the week

I can still feel the doorjamb pressed hard against the back of my head, each move causing a painful tug against an errant strand of hair. But I wanted to be there, and I strained to stretch my body upward, fighting the urge to resort to tiptoes.

The major U.S. stock market indexes were up last week. The Russell 2000 small-capitalization index rose 3.89%, the S&P 500 was up 3.48%, the NASDAQ Composite gained 3.37%, and the Dow Jones Industrial Average increased by 3.22%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 rose 3.48%, the NASDAQ Composite gained 3.37%, and the Dow Jones Industrial Average rose 3.22%.

Last week, the gold spot price fell by 0.45% and the U.S. Dollar Index decreased by 0.59%. The Gold Bullion Strategy Fund (QGLDX) was down 0.4% for the week.

Gold has been the topic of news and commentary throughout 2023—including the fact that the precious metal recently punched through the $2,000 level for a brief period.

The major U.S. stock indexes were up last week despite some volatility. The S&P 500 Index finished up 1.39%, the Dow Jones Industrial Average gained 1.18%, the NASDAQ Composite rose an impressive 1.66%, and the Russell 2000 small-capitalization index added 0.52%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 was up 1.39%, the NASDAQ Composite gained 1.66%, and the Dow Jones Industrial Average rose 1.18%.

Last week, the gold spot price lost 0.55% and the U.S. Dollar Index decreased by 0.57%. The Gold Bullion Strategy Fund (QGLDX) fell 0.04% for the week.

It was over 30 years ago. I sat in a pew in a little church on the village green of Franklin, Michigan. It was the usual Sunday service, but I was stirred by the sermon from a minister who was still relatively new to me.

Last week, major U.S. stock market indexes were mixed. The NASDAQ Composite Index gained 4.41%, the S&P 500 Index rose 1.43%, the Dow Jones Industrial Average fell 0.15%, and the Russell 2000 Index lost 2.64%.

U.S. equity markets posted gains in two of the three indexes last week. The S&P 500 went up 1.43%, the NASDAQ Composite was up 4.41%, and the Dow Jones Industrial Average was down 0.15%.

Last week, the gold spot price rose 6.48% and the U.S. Dollar Index decreased by 0.83%. The Gold Bullion Strategy Fund (QGLDX) rose 5.89% for the week.

February ETF Deathwatch contains 518 zombie ETFs and ETNs.

Yesterday morning, I received a text message from an old colleague. It said, “Twitter should treat ‘economic commentary’ like hate speech.”

Last week, the major U.S. stock market indexes experienced a significant decline. The S&P 500 lost 4.55%, the NASDAQ Composite fell by 4.71%, the Dow Jones Industrial Average dropped 4.44%, and the Russell 2000 lost 8.07%. Mid-cap and small-cap stocks were hit the hardest.

U.S. equity markets posted gains in all three indexes last week.

Last week, the gold spot price was up 0.63% and the U.S. Dollar Index rose 0.05%. The Gold Bullion Strategy Fund (QGLDX) rose 0.75% for the week.

It is probably safe to say that many readers of this article are not totally familiar with the concept of a TAMP (a turnkey asset management program). And there is also a pretty good chance that many do not know that Flexible Plan Investments (FPI) has been serving financial advisers and their clients as a TAMP for over 20 years.

The major U.S. stock market indexes were up last week. The S&P 500 increased by 2.10%, the Dow Jones Industrial Average gained 1.75%, the NASDAQ Composite was up 2.58%, and the Russell 2000 small-capitalization index rose 2.00%. The 10-year Treasury bond yield rose 1 basis point to 3.95%, taking Treasury bonds lower for the week. Spot gold closed the week at $1,856.48, up 2.51%.

Last week, the gold spot price went up 2.51% and the U.S. Dollar Index was down 0.66%.

It’s that time of year. If you live in the Northeast or Midwest, you probably know what I mean. As winter begins to draw to a close and the first signs of spring surface, we enter the twilight zone where ice storms appear. On a weather map, ice storms are usually the fuzzy area clinging to the southern edges of snowstorms as they sweep across the country. They begin with rain that often switches to slush but rarely transforms into snow.

Market Update 2/27/23

The major U.S. stock indexes declined last week. The S&P 500 dipped 2.67%, the Dow Jones Industrial Average lost 2.99%, the NASDAQ Composite dropped 3.33%, and the Russell 2000 small-capitalization index lost 2.87%. The 10-year Treasury bond yield moved up 13 basis points to 3.94%. Spot gold closed the week at $1,811.04, down 1.70%.

U.S. equity markets posted losses in all three indexes last week. The S&P 500 lost 2.67%, the NASDAQ Composite went down 3.33%, and the Dow Jones Industrial Average decreased 2.99%.

Last week, the gold spot price fell 1.7% and the U.S. Dollar Index went up 1.3%.

Market Update 2/23/23

The major market indexes finished mixed last week. The S&P 500 Index slipped 0.3%, the NASDAQ Composite gained 0.6%, and the Russell 2000 small-capitalization index rose 1.5%. The 10-year Treasury bond yield increased 7 basis points to 3.812% and bonds weakened in price. The U.S. Aggregate Bond ETF (AGG) dropped 0.4%, and the 20-year Treasury bond ETF (TLT) tumbled 1%. Gold futures closed at $1,851.80, down $22.70 per ounce, or 1.2%.

DIY investing surged during the early years of the pandemic. A survey of online brokerage operations showed new account openings up 50%–300% in the first quarter of 2020, and the stock-trading app Robinhood added 10 million accounts in 2021, according to CNBC.

U.S. equity markets posted gains in one of the three indexes last week. The S&P 500 lost 0.28%, the NASDAQ Composite went up 0.59%, and the Dow Jones Industrial Average went down 0.13%.

Last week, the gold spot price was down 1.24% and the U.S. Dollar Index was up 0.22%.

January ETF Deathwatch contains 511 zombie ETFs and ETNs.

Market Update 2/13/23

The market fell across different sectors and market capitalizations last week. The Dow Jones Industrial Average, the leader for the week, was down 0.17%. In the middle of the pack, the tech-heavy NASDAQ Composite fell 2.41%, and the S&P 500 lost 1.11%. Small-cap stocks experienced the steepest decline with the Russell 2000 falling 3.36%.

ChatGPT is a new artificial intelligence (AI) tool that has the potential to disrupt the investment community. It can help brainstorm new ideas, summarize research, generate code, and many other use cases that we’re only just beginning to learn about or imagine.

U.S. equity markets posted losses in all three indexes last week.

Last week, the gold spot price went up by 0.03% and the U.S. Dollar Index went up by 0.69%.

Market Update 2/6/23

The major U.S. stock market indexes were mostly up last week. The S&P 500 increased by 1.62%, the Dow Jones Industrial Average lost 0.15%, the NASDAQ Composite was up 3.31%, and the Russell 2000 small-capitalization index rose 3.88%. The 10-year Treasury bond yield rose 2 basis points to 3.52%, taking Treasury bonds lower for the week. Spot gold closed the week at $1,864.97, down 3.27%.

Last week, the gold spot price lost 3.27% and the U.S. Dollar Index rose 0.97%.