Birch Run Financial

Building personal planning relationships with affluent individuals.

Disclosure:

[Birch Run Financial @BirchRunFinance]

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/97ysk1DcOY

[Birch Run Financial @BirchRunFinance]

Head of Fixed Income Solutions Nick Goetze reviews the emotional cycle of an investor and notes that once a custom bond strategy is implemented, it will perform regardless of what interest rates do going forward. https://t.co/2ZzJHDYoo8

[Birch Run Financial @BirchRunFinance]

Volatility and market rotation continued, with the S&P 500 taking a breather and consolidating near its 50-DMA. Avoiding a rollover from this area is important for preserving the market's upside trajectory.

Read more in the Weekly Market Guide. https://t.co/bOBPvB43RN

[Birch Run Financial @BirchRunFinance]

Doug Drabik reviews the seriousness of the U.S. debt trajectory while also recognizing that higher-quality fixed income now offers more compelling return potential than it has in many years. https://t.co/YT7LtBWmP0

[Birch Run Financial @BirchRunFinance]

The S&P 500 has shaken off a bit of volatility over the past week, bouncing near June 2nd highs after a -5% 6-day pullback.

Read more in the Weekly Market Guide. https://t.co/505dtKExuY

[Birch Run Financial @BirchRunFinance]

Drew O'Neil discusses what to expect with Kevin Warsh's arrival in the Federal Reserve along with his leadership style and influence around policy direction. https://t.co/xARbbaBQq1

[Birch Run Financial @BirchRunFinance]

The one-dimensional market since the March lows is finally taking a breather: U.S. equities are digesting recent gains following a strong run, the S&P 500 up roughly 20% and semiconductors also in just a few months.

Read more in the Weekly Market Guide. https://t.co/eQlPOYgFtC

[Birch Run Financial @BirchRunFinance]

Doug Drabik reviews current market conditions and states that the broader takeaway is straightforward: favorable markets should be used as an opportunity to plan, not as a reason to relax discipline. https://t.co/Gf71yPjbxx

[Birch Run Financial @BirchRunFinance]

The current stretch of 9 consecutive positive weeks is one of the longest historically. Since 1980, there have only been a handful of 8+ consecutive weekly gains.

Read more in the Weekly Market Guide. https://t.co/LwibDIEv6x

[Birch Run Financial @BirchRunFinance]

Doug Drabik responds to frequent questions from investors who may place too much emphasis on short-term rate forecasting and not enough emphasis on the purpose of the fixed income allocation. https://t.co/pXqaiuemJL

[Birch Run Financial @BirchRunFinance]

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/MoZOpzK0il

[Birch Run Financial @BirchRunFinance]

Riding the Market Momentum: The S&P 500 has rallied nearly 20% from its late-March, Iran conflict–driven low.

Read more in the Weekly Market Guide. https://t.co/1eQj9GB3Rl

[Birch Run Financial @BirchRunFinance]

Following the index's pullback in Q1, there has been some incremental progress in the Middle East (i.e. ceasefire negotiations vs. widespread bombing) and economic data has been resilient through the disruptions.

Read more in the Weekly Market Guide. https://t.co/qDZqYQZaci

[Birch Run Financial @BirchRunFinance]

Doug Drabik discusses the opportunity to build portfolios with income levels that were unavailable for many years, while matching maturities and risk exposure to each investor's actual objectives. https://t.co/7Py7V1T5KT

[Birch Run Financial @BirchRunFinance]

The market appears reinvigorated following the war-induced selloff, driven by a powerful gravitational pull from fear of missing out and a growing preference for earnings visibility.

Read more in the Weekly Market Guide. https://t.co/Bxpd9pELi4

[Birch Run Financial @BirchRunFinance]

Head of Fixed Income Solutions Nick Goetze discusses that investing success isn't just about markets - it's about mastering emotions, avoiding behavioral mistakes, and building a portfolio that gives confidence and stability through every market cycle. https://t.co/gYARuLD4Xn

[Birch Run Financial @BirchRunFinance]

The S&P 500 is up a sharp +15% in 25 days, as March nervousness gets replaced by optimism. Why? 1) Signs of flexibility, 2) Resilient economic data, and 3) Strong earnings season.

Read more in the Weekly Market Guide. https://t.co/EAeb85MQFD

[Birch Run Financial @BirchRunFinance]

Strategist Drew O'Neil outlines the key considerations and decision points involved in building a customized portfolio of individual bonds. https://t.co/OKB1lGhpDs

[Birch Run Financial @BirchRunFinance]

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/hZdnUK54oM

[Birch Run Financial @BirchRunFinance]

The market momentum has been impressive with many major indices pushing to new highs, but earnings season may test the market resolve.

Read more in the Weekly Market Guide. https://t.co/rRziamD6tb