Jason Opie Opie Financial Services LLC

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Jason Opie Opie Financial Services LLC

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04/04/2025

From evolving trade policy to further Artificial Intelligence news, Q1 wrapped up an interesting year for markets. Our April Quarterly Market Insights breaks down what moved markets and what investors are watching in 2025.

Quarterly Market Insights | April 2025 U.S. Markets Stocks fell in the first quarter as investors contended with economic uncertainty, inflationary concerns, and evolving tariff talks. The Standard & Poor’s 500 Index slid 4.59 percent, while the tech-heavy Nasdaq Composite dropped 10.42 percent. T...

03/07/2025

Stubborn inflation and mixed economic signals continue to shape markets. This month's Market Insights breaks down what drove performance and what investors are continuing to watch in 2025.

Monthly Market Insights | March 2025 U.S. Markets Stocks stumbled in February as stubborn inflation, mixed economic signals, and an evolving trade policy weighed on investors’ minds. The Dow Jones Industrial Average declined 1.58 percent while the Standard & Poor’s 500 Index fell 1.42 percent. T...

02/07/2025

Steady Fed policy and unexpected tech news shaped February's markets. This month's Market Insights breaks down what drove performance and what investors are continuing to watch in 2025.

Monthly Market Insights | February 2025 U.S. Markets Stocks rallied in January on upbeat Q4 corporate reports and solid economic news that quieted talk of an inflationary comeback. The Dow Jones Industrial Average led, tacking on 4.7 percent. The Standard & Poor’s 500 stock index picked up 2.7 per...

01/08/2025

From Fed rate cuts to record highs, Q4 wrapped up a strong year for markets. Our January Quarterly Market Insights breaks down what drove performance and what investors are watching in 2025.

Quarterly Market Insights | January 2025 U.S. Markets Stocks posted solid gains in Q4 as investors navigated the presidential election, overseas unrest, and Fed rate cuts. The Standard & Poor’s 500 Index rose 2.07 percent, while the Nasdaq Composite surged 6.17 percent. By contrast, the Dow Jones ...

12/06/2024

Stocks notched solid gains in November as post-election enthusiasm and holiday-shopping fueled the advance.

Monthly Market Insights | December 2024 U.S. Markets Stocks notched solid gains in November as post-election enthusiasm and holiday shopping combined to fuel the advance. The Dow Jones Industrial Average led, gaining 7.54 percent. The Standard & Poor’s 500 Index picked up 5.73 percent, while the N...

11/07/2024

Stocks edged lower in October amid pre-election jitters and solid Q3 earnings reports, while investors kept a close eye on economic data pointing to a potential "soft landing."

Monthly Market Insights | November 2024 U.S. Markets Stocks fell in October as pre-election jitters hung over trading while solid but not spectacular Q3 corporate reports failed to buoy spirits. The Dow Jones Industrial Average fell 1.34 percent, while the Standard & Poor’s 500 Index (S&P 500) sli...

10/04/2024

Q3 saw a Fed-fueled rally, but what's next? Our Quarterly Market Insights for October explores the latest economic indicators and what investors may be talking about in Q4.

Quarterly Market Insights | Q3 2024 U.S. Markets Investors welcomed the Fed’s decision regarding short-term interest rates, causing stocks to post solid gains in the third quarter. The Dow Jones Industrial Average, which dipped in Q2, picked up 8.21 percent for the third quarter. The S&P 500 Index...

09/06/2024

Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates.

Monthly Market Insights | September 2024 U.S. Markets Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates. The Dow Jones Industrial Average rose 1.76 percent, while the S&P 500 Index tacked o...

08/08/2024

Stocks edged higher in August as investors monitored economic reports for the Fed's next move with short-term interest rates

Monthly Market Insights | August 2024 U.S. Markets Stocks edged higher during a volatile month of trading as investors monitored economic reports about the Fed’s next move with short-term interest rates. The Dow Jones Industrial Average led in July, picking up 4.41 percent. The Standard & Poor’s...

07/09/2024

The stock market rallied in Q2 around AI and hopes that the Fed will manage interest rates with inflation trending lower.

Quarterly Market Insights | Q2 2024 U.S. Markets Following a rocky start, stocks finished the second quarter higher as investors remained optimistic the Fed will manage interest rates with inflation trending lower. For the quarter, the Standard & Poor’s 500 Index rose 3.92 percent, and the Nasdaq ...

06/07/2024

Stocks rallied in May as investors welcomed upbeat Q1 corporate reports and signs of a Goldilocks economy - not too hot, not too cold. The Dow crossed 40,000 for the first time after cooler inflation data raised hopes for a potential rate adjustment.

Monthly Market Insights | June 2024 U.S. Markets Stocks rose in May as investors cheered upbeat Q1 corporate reports and signs that the economy was still strong while not overheating. The Dow Jones Industrial Average gained 2.30 percent, while the S&P 500 Index added 4.80 percent. The tech-heavy Nas...

Address

1813 S Central Avenue
Marshfield, WI
54449

Telephone

+17153871141

Website

http://www.opiefs.com/

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