Recent data shows a rotation in the stock market from tech stocks into healthcare, industrials, and financials, indicating a neutral phase for the S&P 500 rather than a clear trend reversal. Despite nine Federal Reserve officials expecting a rate hike this year, the author believes the Fed may hold rates steady. The May Personal Consumption Expenditures (PCE) report showed strong personal income nearly double expectations, suggesting no demand destruction, which could be negative for riskier equities. The S&P 500 ETF (SPY) is nearing key support levels, and while the author maintains a long-term buy stance, they recommend reducing exposure to some tech and AI-related stocks in the near term to raise cash.
At age 58 with $350,000 in low-yield accounts, investing in three ETFs can optimize retirement savings: SPY for growth via U.S. mega-cap stocks, DGRW for rising dividend income from quality companies, and USFR for stability with floating-rate Treasur...
Despite nearly six months of major global oil supply disruptions, oil prices remain surprisingly stable while equity markets have risen. However, data suggests a significant oil price spike could begin in August, which may cause stock markets to fall...
The S&P 500 closed the week with a 0.6% loss, marking its second consecutive weekly decline, the longest since March 2026. The index currently stands 2.6% below its record close from June 2, 2026, though it remains up 8.3% year-to-date. In comparison...
The Schwab Fundamental International Equity ETF (FNDF) ignores stock prices and market cap, instead weighting holdings by sales, cash flow, and dividends. This contrarian approach favors undervalued international stocks, especially in developed marke...
First Trust introduced the FT Vest U.S. Equity Buffer & Digital Return ETF (DGJL), an actively managed buffer fund starting its outcome period on July 20, 2026, running through July 16, 2027. DGJL offers a fixed digital return of 9.37% if the S&P 500...
