Wealth Management
for the Affluent Investor
Compiled by John Webb
Every quarter, John does a high-level analysis of the markets, how they have moved, and the catalysts behind these moves. In addition to Brock’s more granular work, John’s analysis provides a qualitative and quantitative glimpse into the way the Kidd Private Wealth Group sees not just the stock market but the global economy as a whole.
Brock considers John “A bright young force in the investment business. He has a unique understanding of finance and the ability to capture months of news and data into a quick summary that is helpful for the team as well as our clients.”
Looking back, 2025 was another strong year for investors despite plenty of turbulence along the way. The major indices finished higher for a third straight
When looking at the stock market from a gross performance standpoint, the last 3 months seem extraordinarily boring. The S&P 500 is flat since Feb
2024 was full of surprises, all to the upside for markets. The S&P 500 notched more than 55 record highs – the fifth most in
What a difference a month makes. The market eased into summer with relatively smooth sailing, as the S&P rose over 3.5% in both May and
The US stock market has shown remarkable resilience and performance in the first half of 2024. Despite various economic challenges and fluctuating interest rate expectations,
As we close the chapter on a dynamic 2023 and step into 2024, it is clear that change has been the only constant in the
The third quarter has come to an end, and it has left many questioning if this is finally when the metaphorical dam breaks. After a
The past few months have brought some major obstacles, some of which have since been muted. We started with the failure of some of the
2022 has come and gone, and many investors seemed thrilled to turn the page and begin 2023 with a “clean slate.” After a tumultuous first