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FirstTrust Client Resource Kit: Markets in Perspective

Submitted by Clarus Wealth on August 5th, 2024

FirstTrust examines market volatility in relation to major world events over the past, compares bull markets to bear markets, and more in this eleven-page pdf.

Tags:
  • bear market
  • bull market
  • bull vs bear market
  • markets in perspective
  • stock market

FirstTrust Client Resource Kit: Recessions

Submitted by Clarus Wealth on August 5th, 2024

In this Cient Resource Kit, FirstTrust reviews historical recessions, how long they have lasted, price returns for the five years following them, and more.

Tags:
  • are we in a recession
  • bear market
  • recession
  • when was the last recession

Buy Low, Sell Why? Equities Edition

Submitted by Clarus Wealth on August 5th, 2024

Read this two-page overview from MFS on Bull Markets vs Bear Markets.

Tags:
  • buy low
  • should I sell my stocks

Managing the ups and downs: Equities edition

Submitted by Clarus Wealth on August 5th, 2024

The markets can be volatile. This quick read from MFS looks at managing the ups and downs.

Tags:
  • market decline
  • markets
  • selling stocks

Clarus Market Watch July 29, 2024

Submitted by Clarus Wealth on August 5th, 2024

Read this week's commentary on the markets from our Portfolio Managers here.

Tags:
  • Market drivers
  • Market returns
  • Portfolio Manager

Market Watch July 15, 2024

Submitted by Clarus Wealth on July 22nd, 2024

Click here to see this week's Market Watch.

Tags:
  • Earnings Growth
  • Market
  • S&P 500
  • Read more

Market Watch: April 1, 2024

Submitted by Clarus Wealth on April 1st, 2024

Read about What's Working and What's Not in this week's Market Update. 

Tags:
  • Fed policy
  • Inflation data
  • PCE

Market Watch March 25, 2024

Submitted by Clarus Wealth on March 26th, 2024

The Fed met last week and reiterated its plan for 75 basis points worth of rate cuts in 2024. Read more in this week's Market Watch.

Tags:
  • Economic data
  • Fed policy
  • Inflation
  • S&P 500 YTD
  • Read more

2024 Tax Planning Quick Reference Guide

Submitted by Clarus Wealth on March 25th, 2024

Read about the 2024 Federal Income Tax Rates, IRA contribution limits, and more on the attached 2024 Tax Planning Quick Reference Guide.

Tags:
  • 2024 taxes
  • tax planning
  • Read more

Market Watch October 9, 2023

Submitted by Clarus Wealth on October 9th, 2023

Read our Portfolio Managers' Commentary in this week's Market Watch.

clarus_market_watch_10.09.23_Page_1.jpgclarus_market_watch_10.09.23_Page_2.jpgclarus_market_watch_10.09.23_Page_3.jpg

Tags:
  • Market drivers
  • Market returns
  • Market Watch
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