News and commentory VIEW MORE + Asset Management Viewpoints: Beyond the Ballot: Voting Day Reverberations | Cary Street Partners What implications does the November 5 US elections have on yields, mortgage rates and the overall market? VIEW MORE + Virginia Beach Connections 3Q 2024 | Cary Street Partners The S&P 500 continued its upward trend in the third quarter, finishing up 5.25% as of September 30, 2024. So far this year, the market is up 20.81% VIEW MORE + Street SMARTS: November Commentary 2024 | Cary Street Partners An update on the recent rise in yields and the fears driving it. Is this a return of the "bond vigilantes?" VIEW MORE + Asset Management Viewpoints: Risk is Always With Us | Cary Street Partners Election implications? Middle East tensions? War in Ukraine? Striking port workers? Hurricanes? Or is it something else? What are the biggest market risks? VIEW MORE + Street SMARTS: Q3 Commentary 2024 | Cary Street Partners Chief Market Strategist Tom Herrick offers a detailed analysis of third-quarter market results and the implications of the Federal Reserve's rate cuts on inflation, employment, and the housing market. VIEW MORE + Cary Street Partners Named to Barron’s List of 2024 Top 100 RIA Firms in the United States | Cary Street Partners For the fifth consecutive year, Cary Street Partners has been named to Barron’s List of the 2024 Top 100 RIA Firms. VIEW MORE + Cary Street Partners Among CityWire’s 50 Growers Across America 2024 | Cary Street Partners Cary Street Partners was named as the second fastest growing firm in the state of Virginia among CityWire’s 50 Growers Across America 2024. “CEO Joseph... VIEW MORE + Asset Management Viewpoints: Volatility Spike | Cary Street Partners Chief Market Strategist Tom Herrick deconstructs the latest volatility spike, identifying the culprits, outlook and positioning recommendations. VIEW MORE + Virginia Beach Connections 2Q 2024 | Cary Street Partners The S&P 500, often referred to as "The Market" due to its broad representation of the U.S. economy, extended its winning streak, posting a gain of 4.38% for the quarter and 15.28% year-to-date.1 This rise was largely driven by the surge in momentum stocks and Artificial Intelligence (AI) in particular. VIEW MORE + Street SMARTS: August Commentary 2024 | Cary Street Partners Chief Market Strategist Tom Herrick analyzes the recent market trends and potential impacts of upcoming rate cuts on different sectors and market caps. VIEW MORE + Ian A. Holder Named to AdvisorHub’s List of 2024 Advisors to Watch | Cary Street Partners Ian A. Holder in our Virginia Beach, VA office has been named to AdvisorHub’s list of 2024 100 Next Gen Advisors. These 100 Next Gen advisors are the largest... VIEW MORE + Cary Street Partners Recognized in Financial Advisor Magazine 2024 Top RIA Ranking | Cary Street Partners Cary Street Partners ranked among the top registered investment advisors in the $1 billion and over category of Financial Advisor Magazine’s 2024 RIA Ranking... VIEW MORE + Street SMARTS: Q2 Commentary 2024 | Cary Street Partners An analysis of the second quarter market performance highlights the concentrated gains in equities, emphasizing the importance of broader participation for... VIEW MORE + Street SMARTS: June Commentary 2024 | Cary Street Partners Discover the latest insights into the May market rebound, the impact of strong earnings on risk assets, and the trends in bond market volatility in this... VIEW MORE + Street SMARTS: May Commentary 2024 | Cary Street Partners Among equity pullbacks and yield pressure, what is the group to watch? Find out in Tom Herrick's May Commentary of Street SMARTS. VIEW MORE + Asset Management Viewpoints: Another Chance to Bite into Bonds | Cary Street Partners We have been here before. The back-up in yields since the onset of 2024 is giving investors another opportunity in bonds. There have been intermittent extremes in yields over the last year, most notably in early fall 2023 when the benchmark 10-year Treasury yield peaked at 5%. VIEW MORE + Virginia Beach Connections 1Q24 | Cary Street Partners Picture yourself back on the blacktop of your elementary school, engrossed in an intense game of "tug of war." That's exactly what participating in the current market feels like — It’s an environment where the market is either quickly pulling stocks down or pushing them to all-time highs. VIEW MORE + Cary Street Partners Recognized by USA Today as Best Financial Advisory Firms 2024 (Rankings Overall and Rankings by AUM: Over $5 billion) For Second Consecutive Year | Cary Street Partners Cary Street Partners named one of USA TODAY’S Best Financial Advisory Firms for 2024 by USA TODAY and market research firm Statista. VIEW MORE + Street SMARTS: Q1 Commentary 2024 | Cary Street Partners In Chief Market Strategist Tom Herrick's new Street SMARTS series, he goes in depth about market observations and trends, offering valuable insight on the... VIEW MORE + March 2024 Monthly Update | Cary Street Partners Markets were generally favorable over the course of February. The S&P 500 Index has advanced 5.34% since the end of January.
