How Nvidia is Shaping the S&P 500’s Performance in 2024
S&P 500 Update: Nvidia's surge drives one-third of year-to-date gains, reshaping portfolio analysis with its market impact.
Global Markets Trade Higher After April Sell-Off
AFO2024-06-17T06:04:51+00:00May Market Update: S&P 500 up 5.1%, Nasdaq hits new highs. Bond yields drop on easing inflation, sparking rebound amid economic swings.
June 17, 2024Investment, Wealth Management
Financial Strategies for Doctors, Dentists and Surgeons
AFO2024-06-17T15:11:34+00:00Learn how doctors, dentists, and surgeons achieve financial stability through strategic planning, budgeting, and retirement saving for a secure future
June 12, 2024Investment, Retirement
An Updated Timeline on Expected Interest Rate Cuts
AFO2024-05-19T06:58:14+00:00Ten months have passed since the Federal Reserve last raised interest rates. The pause in rate hikes follows a 17-month period where the central bank raised interest rates by +5.00%. It was the fastest and most aggressive rate-hiking campaign in decades, but the focus is shifting to interest rate cuts...
May 19, 2024Investment, Stock, Wealth Management
Rising Treasury Yields Cause Stocks & Bonds to Trade Lower
AFO2024-05-19T06:57:57+00:00The S&P 500 traded lower for the first time in six months. The magnitude of the sell-off was relatively small at -4.0%, but it ended the S&P 500’s 5-month rally. A rapid rise in Treasury yields contributed to the move lower in equities, with the 10-year yield rising +0.48% to...
May 12, 2024Family Office, Investment
Rising Manufacturing Orders Signal Future Economic Growth
AFO2024-05-19T06:58:04+00:00The Institute of Supply Management (ISM) conducts a monthly survey that focuses on the manufacturing industry. The survey asks purchasing and supply managers from over 400 manufacturing companies and 20 different industries (i.e., the individuals who manage their firm’s supply chains) about their business and operations. Survey questions ask about...
May 3, 2024Blogs, Investment
Charting AI’s Journey Through Earnings Transcripts
AFO2024-03-25T13:00:36+00:00You have likely seen headlines and news reports discussing artificial intelligence as a major technological advancement. AI’s potential to transform everyday life has people talking about its use cases and the stock market buzzing about
March 25, 2024Investment
Stocks Trade Higher in February as the Rally Broadens Out
AFO2024-03-14T17:26:34+00:00Stocks Trade Higher in February as the Rally Broadens Out Written by: Rob Santos Rob Santos Chief Executive Officer As CEO and founder of Arrowroot Family Office, I specialize in the overall management of the firm. I also work with affluent families on providing bespoke family office services, which include tax-efficient advisory and financial...
March 14, 2024Family Office, Investment, Wealth Management
Labor Market Strength: Why Hasn’t the U.S. Unemployment Rate Risen Further?
AFO2024-03-02T09:56:16+00:00Few economic data points receive as much attention as the unemployment rate, which is calculated by dividing the number of unemployed individuals by the total labor force. It serves as a crucial gauge of labor market health and offers insight into the economy and consumer spending power. Figure 1 shows...
February 28, 2024Family Office, Financial Advisors, Financial Planners, Investment
Multiple Stock Market Indices Set New All-Time Highs in January
AFO2024-03-02T09:57:49+00:00Stocks traded higher to start the new year, with the S&P 500, NASDAQ 100, and Dow Jones Industrial Average each setting new all-time highs. In continuation of last year’s trend, the companies with the biggest market caps accounted for a substantial portion of the early-year gains. This leadership can be...
February 28, 2024Family Office, Financial Advisors, Financial Planners, Investment