Jason M. Shell, CFP®

I provide personalized financial advice to help clients reach their financial goals.
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[Jason M. Shell, CFP® @JasonMShellCFP1]

September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond market took center stage. Get the details in the latest market recap: https://t.co/J3SR4E48Pf

[Jason M. Shell, CFP® @JasonMShellCFP1]

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, the underlying backdrop reinforced that the US economy continues to expand. Get the details in the August market recap: https://t.co/tx8BXrjC6A

[Jason M. Shell, CFP® @JasonMShellCFP1]

Sector rotation helped the markets hold steady in July, with performance in sectors like health care, financials and energy making up for a slowing tech sector. Get the details in the July market recap: https://t.co/NXSD2wLZVQ

[Jason M. Shell, CFP® @JasonMShellCFP1]

The road to peace with Iran continued to hold the attention of cautious investors last month, as the outlook for oil price stability and its impact on global markets loomed over an otherwise strong economy. Get the details in the June market recap: https://t.co/PJcPHtRD9e

[Jason M. Shell, CFP® @JasonMShellCFP1]

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector helped lead the way as the market pushed ahead through inflationary pressures. Get the details in the May market recap: https://t.co/WlyoVnUaX3

[Jason M. Shell, CFP® @JasonMShellCFP1]

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: https://t.co/Yw71nQaB79

[Jason M. Shell, CFP® @JasonMShellCFP1]

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: https://t.co/uThnfrndfU

[Jason M. Shell, CFP® @JasonMShellCFP1]

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: https://t.co/ZetksN6HWu

[Jason M. Shell, CFP® @JasonMShellCFP1]

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: https://t.co/INjB74MvKS

[Jason M. Shell, CFP® @JasonMShellCFP1]

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. https://t.co/RUfVG76XsF

[Jason M. Shell, CFP® @JasonMShellCFP1]

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 https://t.co/tsH8hZC4ON

[Jason M. Shell, CFP® @JasonMShellCFP1]

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. https://t.co/am0G8tibho

[Jason M. Shell, CFP® @JasonMShellCFP1]

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 https://t.co/tqCkb9ke73

[Jason M. Shell, CFP® @JasonMShellCFP1]

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: https://t.co/qkyBmFPAy0

[Jason M. Shell, CFP® @JasonMShellCFP1]

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

[Jason M. Shell, CFP® @JasonMShellCFP1]

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. https://t.co/pqI7ZO0CYT

[Jason M. Shell, CFP® @JasonMShellCFP1]

Equity futures reflect some optimism about the ceasefire agreement between Israel and Iran, though both sides have violated the ceasefire already. Capital markets, do not seem worried that this will lead to an escalation in the conflict.

Read more here. https://t.co/JLXlSb9dx9

[Jason M. Shell, CFP® @JasonMShellCFP1]

Key economic data and earnings results released today should provide insight into the health of the consumer. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam. https://t.co/Duj7WqGTKi

[Jason M. Shell, CFP® @JasonMShellCFP1]

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. https://t.co/Hii7fwIpgb

[Jason M. Shell, CFP® @JasonMShellCFP1]

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: https://t.co/tw5guVwrKl