Mueller Financial Services Insights
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August 20, 2024 | Weekly Market Commentary
Stock and Bond Market FAQs From the Field
Printer Friendly Version Every year as the summer months draw near their end, LPL Financial hosts its annual Focus conference …
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August 13, 2024 | Weekly Market Commentary
Pullbacks Are Common but Painful
Printer Friendly Version Pullbacks are the stubbed toe of the stock market. I was reminded of this over the last …
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August 6, 2024 | Client Letter
Perspectives on Market Volatility
Stocks must have gotten the memo that August tends to be weak historically. July, the eighth positive month in the …
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August 5, 2024 | Weekly Market Commentary
Thoughts on Global Selloff and the Dollar’s Path to Decompressing
Printer Friendly Version Before the jobs report was released on Friday, we wrote a commentary on the U.S. dollar. In …
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July 29, 2024 | Weekly Market Commentary
Key Themes for the Macroeconomic Landscape in the Second Half of 2024
Printer Friendly Version Investors had a healthy appetite for risk so far this year as a so-called potential soft landing …
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July 22, 2024 | Weekly Market Commentary
Key Themes for Bonds in the Second Half of 2024
Printer Friendly Version The first half of the year was a challenging environment for a lot of fixed income markets, …
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July 15, 2024 | Weekly Market Commentary
Key Themes for Stocks in the Second Half of 2024
Printer Friendly Version Outlook 2024: A Turning Point, released in December 2023, featured our perspective on how stocks might respond …
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July 3, 2024 | Client Letter
Solid Gains to End the First Half
Stocks finished the first half of the year the same way they started — with solid gains. Strong rallies from …
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July 1, 2024 | Weekly Market Commentary
Double-Digit Earnings Growth on Tap
Printer Friendly Version With stock valuations elevated after such a strong first half, earnings growth will be key to holding, …
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June 27, 2024 | Weekly Market Commentary
Artificial Intelligence: The Antidote to Fed Policy?
Printer Friendly Version “The four most dangerous words in investing are: ‘this time is different.'” — Sir John Templeton Are …
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June 19, 2024 | Weekly Market Commentary
Keep Calm and Clip Bond Coupons
Printer Friendly Version With a Federal Reserve (Fed) meeting, a Bank of Japan (BOJ) meeting, two very important inflation reports, …
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June 6, 2024 | Client Letter
Stocks Benefit From Solid Fundamental Foundation
April showers brought May flowers as markets placed greater importance on economic growth and corporate profits than the “higher for …
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June 3, 2024 | Weekly Market Commentary
Adjusting the Sector Sails: Strong May Takeaways and a June Stock Setup
Printer Friendly Version To say May was an eventful month for the market is an understatement. Investors navigated around the …
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May 28, 2024 | Weekly Market Commentary
Earnings Are Doing Their Part: Exploring Q1 Earnings
Printer Friendly Version The first quarter earnings season is largely in the books, and it was excellent. In fact, S&P …
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May 20, 2024 | Weekly Market Commentary
How’s It Going? Depends on Who You Ask in a Post-Pandemic Economy
Printer Friendly Version The post-pandemic economy is treating people very differently, creating a headache for central bankers. The extreme differences …
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