In the ever-changing world that surrounds the stock market and economy in general, the team at John G. Ullman & Associates is committed to keeping you informed and up to date on the latest news and events that could affect you! Each month, Mark Abdalla, CFA®, MBA, will recap the news and events that [...]
An explanation of how a few stocks can drive performance of the S&P 500 Updated on July 27, 2022 By JGUA Research Analyst Mark Abdalla, CFA Commentary by Associate Advisor Sarah E. J. Collier, JD The past few years for the stock market have been unique in terms of circumstances, returns and volatility. At [...]
Written by Mark Abdalla In 2020, large Mega Tech companies drove stock market returns. In fact, 70% of the S&P index’s 18% return last year were due to Facebook, Apple, Amazon, Microsoft, and Google (aka Alphabet). This year, returns for these big tech companies have been more volatile. In Q1, they lagged the market while [...]
It goes without saying, that the JGUA Investment Philosophy and our hands on, personalized approach to Investment Management is incredibly valuable to the clients we have the privilege of serving. One of our differentiating factors is our belief that research and due diligence are of paramount importance and therefore these functions are kept in-house as [...]
