Use ITR Economics' stock market insights found in the Trends Report™ to help you with your investment strategy and planning for the future.
The stock market is in choppy waters. The year to date has been rewarding, but the roller coaster run since early summer should have caught your attention. It is not our place to give you specific advice, but the material we published about stock prices, specifically the S&P 500, in the September 2024 edition of the Trends Report™ should be a must-read as you look forward.
There appears to a market rotation going on within the 11 sectors that comprise the S&P 500. Even if you do not want to read the specifics we highlight, talk to your financial planner to get their take on what is happening. The horse you have been riding so far in 2024 may not be the one you wish to close out the year on.
Most financial advisors agree that reallocating a portfolio based on results, risk tolerances, tax considerations, and life events should be conducted annually if not twice a year. Read what we had to say in the Trends Report or straight up ask your advisor what they are seeing and talk about reallocating as we head to tax-decision time and a new year with new economic risks and opportunities.
The alternative to not going through the reallocation exercise is that you may be dislocated from future wealth.
Understand how employment data trends and rising wages impact your business strategy for 2025, cutting through media noise to focus on pure data...
Read a blog from ITR Economics Partner Jackie Greene to discover the reasons why porting your mortgage has benefits for you and for the economy.
Discover the impacts of US tariffs on Canada's industrial sector and learn strategies for Canadian businesses to navigate the evolving trade...