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May 2024 Market Brief – Keep Calm and Rally On

Published on May 22, 2024

May gets a bad rap about being a capitulation month in the markets. Sell in May and go away, the adage goes. But it’s not May that is the problem, it’s fall. Typically, when looking at 6-month seasonal patterns, the May-October 6-month period is one of the weakest, but if you look at it on a month-by-month basis, May, June, and July are not horrible months.  The problem comes in September. September is by far the weakest seasonal month of the year, followed by February, but that is not May’s fault.

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April 2024 Market Brief – War and Markets

Published on April 16, 2024

The Middle East recently went from simmering to a full-on boil with the Iranian missile and drone attack on Israel. This attack (in retaliation for a suspected Israeli strike on the Iranian Embassy in Syria) raised the stakes that Israel could retaliate with a direct attack on Iran, and from there, all bets are off on controlling the situation and how it might escalate. War is a terrible thing, and the human cost and suffering goes beyond the economic consequences discussed here. However, our job is to advise on a potential market reaction and not to weigh in on politics.

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March 2024 Market Brief – Vino 101 -Tax Time Supplements

Published on March 6, 2024

Tax Season is here and whether you’ve filed, working on your taxes, or using an extension to file in October, you may need a drink or two to help get you through everyone’s favorite time of the year. That’s the great thing about wine, it’s enjoyable for any occasion and has a way of improving your spirits. For those who are embracing an early spring, perhaps a refreshing Sauvignon Blanc on your back porch is a great way to spend your later afternoon unwinding from the burdens of the day. And for those who still have cooler evenings, a light-bodied Pinot Noir would be a great pairing. Lastly, for those who just love Cabernet Sauvignon regardless of pairings and the weather, you just can’t go wrong with a great glass of Cab.

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February 2024 Market Brief – Decisions

Published on February 14, 2024

As The Clash sings in their iconic 1982 song, “Should I Stay or Should I Go”, business owners are challenged on a number of fronts in determining the future plans for their company. For many, the decision regarding succession or selling their business can be difficult to conceptualize, and hard to know how to start the discussion or planning process. G Squared has a highly experienced team to consult business owners on their options as well as prepare for a potential sale.

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January 2024 Market Brief – Running of the Bulls

Published on January 25, 2024

The S&P 500 recently (finally!) hit a new all-time high, after 512 consecutive trading sessions without a closing record. This marked the official end of the bear market that started in 2021 and tends to signal the bulls are in control and markets may potentially push higher.

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December 2023 Market Brief – A November to Remember

Published on December 6, 2023

November was one for the record books. As we round into the last trading weeks of the year, and markets are now wobbling a bit after the fast and furious rally off the October bottom, context on just how rare this recent rally was is important.

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October 2023 Market Brief – Investing in Times of Turmoil

Published on October 24, 2023

Focusing on one’s investment strategy when the world feels like it is descending deeper into chaos and war is challenging. News of violence spreading across multiple regions and the specter of broader Middle Eastern conflict looms large over every discussion and decision.

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Vino 101 – September 2023: Late-Summer Whites

Published on September 15, 2023

“Wine is just like a person, absorbing influences around it to form its personality.” – Erin Lindstone

Autumn has been SLOWLY approaching here in Texas. While we’re usually ready to switch from chilled white wines to light/medium-bodied reds, it is still hot enough to cook an egg on a sidewalk (with some reprieve in the near future!).

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