Entrusted Wealth
Financial Insights for the Flathead Valley

Latest

Sep
16

Investing Based on Politics is a Bad Idea for Your Retirement Portfolio

As the 2024 presidential election approaches, Americans are preparing to vote in what polls forecast to be a tight race.
2 min read
Sep
06

Federal Reserve Set to Begin Cutting Interest Rates in September

Monthly Market Summary * The S&P 500 Index returned +2.3% in August, outperforming the Russell 2000 Index’s
2 min read
Aug
15

Long-Term Perspective: Market Volatility is the Price of Admission for Investing

The stock market had a strong start this year. The S&P 500 gained over +15% in the first
2 min read
Aug
02

The Stock Market Experienced a Big Rotation in July

Monthly Market Summary * The S&P 500 Index returned +1.2% in July, underperforming the Russell 2000 Index’s
2 min read
Jul
15

Market History: Can the S&P 500 Maintain Its 2024 Momentum?

The stock market had a strong start in the first half of 2024. Figure 1 compares the S&P
3 min read
Jul
01

2Q 2024 Recap & 3Q 2024 Outlook

Key Updates on the Economy & Markets
8 min read
Jun
17

How Nvidia Is Shaping the S&P 500’s Performance in 2024

The S&P 500 Index is a well-known stock market index that tracks the performance of 500 of the
2 min read
Jun
03

Global Markets Trade Higher After April Sell-Off

Monthly Market Summary * The S&P 500 Index gained +5.1%, slightly outperforming the Russell 2000 Index’s +5.
2 min read
May
15

An Updated Timeline on Expected Interest Rate Cuts

Ten months have passed since the Federal Reserve last raised interest rates. The pause in rate hikes follows a 17-month
2 min read
May
01

Rising Treasury Yields Cause Stocks & Bonds to Trade Lower

Monthly Market Summary * The S&P 500 Index returned -4.0% in April, outperforming the Russell 2000 Index’s
2 min read