Monthly Investment Updates
What you need to know
April 2025 Investment Update
Strategic Advisory Partners provides an April 2025 investment update, detailing our defensive portfolio adjustments amidst market volatility. We focus on capital preservation and value investing.
March 2025 Investment Update
Despite February’s market volatility driven by tariff concerns and tech sector weakness, Strategic Advisory Partners maintained a disciplined approach to asset allocation. Our strategic shift from underperforming small cap equities to stronger international developed markets helped cushion portfolios against domestic market turbulence. With major U.S. indices briefly turning negative before rallying to close the month, our active management approach focused on capturing relative strength while maintaining appropriate diversification. This disciplined strategy of making measured adjustments rather than dramatic shifts continues to position our clients for long-term outperformance through full market cycles.
February 2025 Investment Update
January delivered a positive start to 2025, with the S&P 500 advancing 2.78% and international markets showing particular strength as the MSCI EAFE Index rose 5.26%. Notably, the recently announced trade policies affecting imports from Canada, Mexico, and China have introduced new dynamics that warrant attention.
January 2025 Investment Update
In our January 2025 investment update, Strategic Advisory Partners examines how 2024’s record-setting market performance, with the S&P 500 gaining 24% and setting 57 new highs, positions investors for the year ahead. We explore key drivers including the Federal Reserve’s first rate cut in four years, strong corporate earnings expansion beyond the Magnificent Seven tech stocks, and a broadening market rally. Our unchanged portfolio allocations reflect our disciplined trend-following strategy, which helped navigate 2024’s dynamic environment. Looking ahead, we analyze how projected 15% earnings growth, anticipated Fed rate cuts, and Wall Street’s optimistic outlook (median S&P 500 target of 6,600) may impact investment opportunities while maintaining risk management as our priority.
December 2024 Investment Update
Markets hit record highs in November 2024, marking the strongest month of the year for major indices. Strategic Advisory Partners breaks down the key drivers behind this historic performance and shares our perspective on positioning portfolios as we head into year-end.
November 2024 Investment Update
As we head into year-end, our November note highlights the market’s recent movements, tax-planning opportunities, and charitable giving strategies to maximize your financial goals. From tactical rebalancing to supporting your charitable interests, we’re focused on making the most of the unique planning opportunities this season brings. With 2025 in sight, we’re here to support your vision, whether it’s managing investments, planning for new goals, or staying on track with required distributions.
October 2024 Investment Update
As we navigate through a period of significant events—from the Federal Reserve’s recent rate drop to the volatility of an election year and the devastating impact of Hurricane Helene in Western North Carolina—it’s clear that uncertainty is a constant. In this month’s note, we focus on the opportunities within these challenges, emphasizing long-term strategies like trend-following and diversification to keep your portfolio resilient. Our commitment remains unwavering: to guide you with clarity and confidence, ensuring your financial goals stay on track regardless of the market landscape.
September 2024 Investment Update
As we fall into September, the financial markets are abuzz with speculation about the Federal Reserve’s upcoming policy meeting on September 17-18, 2024. While some expect a possible rate cut due to recent market fluctuations, our focus at Strategic Advisory Partners is on a different but equally important topic: The September Effect.
August 2024 Investment Update
This month’s update also draws parallels to the ongoing Paris 2024 Olympic Games, where we reflect on the journey of Olympic athletes, such as local Greensboro gold medalist Joey Cheek. His experience underscores the challenge of finding purpose and fulfillment after reaching the pinnacle of success—a relevant reminder as we plan for retirement and the life beyond. Like athletes adjusting to life post-competition, retirees should focus on continuing to make impactful financial decisions to enrich their retirement years and secure their legacy.
