Catamount Financial

As the conflict in the Middle East continues, consumers and labor markets have remained resilient, while corporate earnings are expected to grow. Learn more in the April market recap: raymondjamesconnect.com/tQ59k5

All eyes turned toward the Middle East as ongoing hostilities sent oil prices skyrocketing past $100 a barrel for the first time since 2022, causing global markets to price in potential long-term consequences. Read more in the the March market recap: raymondjamesconnect.com/tATalx

Retirement offers the freedom to focus on what helps you feel strong, calm and connected. Discover five practical ideas to help you thrive in this new phase of life: raymondjamesconnect.com/taMTSQ

Last month saw markets move sideways as mega-caps began rotating after three years of growth, allowing "average stocks" room to run and sparing those with diversified equity positions from contractions at the top. More details in the February market recap: raymondjamesconnect.com/ts-Ulh

US stocks finished higher for the month after a busy start, and the economy remains cool but resilient. Read the details in the January market recap: raymondjamesconnect.com/tCc-sb

December brought some AI stock pullbacks, another interest rate cut from the Fed and cooling inflation. For the year, the S&P 500 notched double-digit gains. Learn more in the monthly recap. raymondjamesconnect.com/tBke8s

Happy New Year from all of us at Catamount Financial Advisors. We are grateful for the trust you place in us and honored to support you and your goals. Wishing you a year filled with clarity, confidence, and continued progress.

Despite a mid-month pullback of 5% for the major US equity indexes, their first in over six months, a late rally tied to increased expectations for a December interest rate cut helped them finish November with positive performance. Check out the monthly re raymondjamesconnect.com/tmkkPv

An interest rate cut, better-than-expected inflation and some release of trade tension helped the equity market continue its climb through October. Check out the latest monthly recap. raymondjamesconnect.com/tss48y

With the full effects of tariffs still yet to be felt thanks to corporations frontloading their impact on prices, the market marched onward with strength, led by small-cap stocks thanks to newly pivoted Federal Reserve policy. Read the details in our month raymondjamesconnect.com/tXJi1E

The financial markets held strong against tariff headwinds throughout the month of August, with the S&P 500 reaching its 20th all-time high this year. Small-cap equities led the way in overall growth. Read the details in our monthly market report: raymondjamesconnect.com/tWRt0W

The S&P 500 has notched several record highs so far in 2025, but tariff headwinds loom. Learn more in our monthly market recap: raymondjamesconnect.com/tomsyk

Equity markets kept grinding higher, while bond yields edged lower as signs of economic weakness began to emerge. Get the details in the June market report. raymondjamesconnect.com/toqzz6

After a whirlwind couple of months, the S&P 500 ended May with 80% of constituent stocks sitting above their 50-day moving average – the best reading since the fall of 2024. Read more about the market and economic outlook in the monthly market update. raymondjamesconnect.com/tLZ_ze

Investors are in a tug-of-war after a volatile April and with continued uncertainty over President Trump's policies, which have significant effects on the markets. Read more in the monthly market report: raymondjamesconnect.com/tTUijo

While inflation uncertainty still remains a concern, March headlines centered around a new driver of volatility: Tariffs. See the details and additional insights in the monthly market review. raymondjamesconnect.com/tCJFh_

News out of Washington drove a tumultuous month of trading which saw domestic large caps mostly hold the line, small caps take the brunt and Euro stocks record a strong start to the year. See more in our market recap. raymondjamesconnect.com/tnitPw

In a strong start to the year, markets were up in January. But volatility could be on the horizon as sticky inflation and uncertainty surrounding tariffs continue to affect investor sentiment. Read more in the monthly market update: raymondjamesconnect.com/tc4LN3

Even with some stumbles in December brought on in part by the Fed dialing back its 2025 rate cut expectations, the S&P 500 closed out 2024 with 20%-plus gains for the second consecutive year. raymondjamesconnect.com/tfn0F_

Equity markets experienced a post-election rally last month, with the S&P 500 and the Dow Jones Industrial Average each seeing four all-time highs. Read my November market report for more insights. raymondjamesconnect.com/tS5XkP