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ADVANCE \ DECLINE | Managing Money's Ups & Downs

Stephen Kates, CFP®

Financial news, insights, and strategy.

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Substack
PricingOnly free issuesPublishesTwice weekly
Issues98Founded4 years agoLast Issue10 days ago
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Latest Issues

Bonds Take the Spotlight

This week’s edition:

Summary
Why long-term yields keep rising
The economy is still holding up
What this means for investors
What’s next
Quick word for income investors

After a strong run th...

10 days ago
2

Melting Up

Woo Hoo! It’s good to be back.

The stock market, like the temperatures in North Carolina, is heating up as the summer rally continues. The S&P 500, S&P 500 equal-weight, and Russell 2000 all reached fresh all-time highs during the week. T...

18 days ago
7

Where's My Return on Investment?!

I will be traveling and will be taking a break from publishing for a couple of weeks. See you on the other side!

—Stephen

It was a light week for economic news, but markets finally encountered some turbulence after an impressive run. Mos...

a month ago
1

How SpaceX's lock-up schedule could fuel months of volatility

SpaceX went public on June 12, making 555 million shares available for trading. Although that sounds like a lot, it isn’t. Following the IPO, SpaceX has approximately 13.075 billion shares outstanding and over the next year, they will all b...

a month ago
3

The AI Trade Hits a Speed Bump

The stock market took a breather this week as investors rotated away from some of the market’s strongest performers from earlier this year. The S&P 500 fell more than 1%, while the Nasdaq Composite and large-cap technology stocks faced the...

a month ago
1

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  • Stephen Kates, CFP®

    I help individuals and families grow and protect their wealth. 15+ years in finance as a wealth advisor, speaker, and writer.

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