Ashley Kulju

Q1 2024 Rose Capital AdvisorsMarket Commentary & Outlook
by Ashley Kulju|17 April 2024|Quarterly Market Commentary & Outlook
What we Got Right: “Valuations Remain Attractive for US Equities” Valuations remained attractive for small caps and stocks outside the “Magnificent 7” heading into 2024. While certain Big Tech stocks stumbled in Q1, (i.e. Tesla, Apple), the S&P 500 index...
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2023 Year-End Financial Planning Strategies
by Ashley Kulju|14 November 2023|Uncategorized
Dear Clients, Friends, and Colleagues, As we approach the end of 2023, it is important to review year-end financial strategies and complete them prior to December 31, 2023, if applicable. Year-End Strategies Offset Capital Gains – identify opportunities to harvest...
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Recap of Q3 2023: Bad News Bears
by Ashley Kulju|13 October 2023|Quarterly Market Commentary & Outlook
During the weeks following this year’s summer solstice (occurring in 2022 on June 21st, at 5:14 AM Eastern Daylight Time), financial market participants began to entertain the notion that the Federal Reserve might be seriously considering a late-2022 or early-2023 rotation...
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Q2 2023 Market Commentary & Outlook
by Ashley Kulju|19 July 2023|Quarterly Market Commentary & Outlook
During the weeks following this year’s summer solstice (occurring in 2022 on June 21st, at 5:14 AM Eastern Daylight Time), financial market participants began to entertain the notion that the Federal Reserve might be seriously considering a late-2022 or early-2023 rotation...
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Q1 2023 Market Commentary & Outlook
by Ashley Kulju|24 April 2023|Quarterly Market Commentary & Outlook
During the weeks following this year’s summer solstice (occurring in 2022 on June 21st, at 5:14 AM Eastern Daylight Time), financial market participants began to entertain the notion that the Federal Reserve might be seriously considering a late-2022 or early-2023 rotation...
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Q3 2022 Market Commentary & Outlook
by Ashley Kulju|27 October 2022|Quarterly Market Commentary & Outlook
During the weeks following this year’s summer solstice (occurring in 2022 on June 21st, at 5:14 AM Eastern Daylight Time), financial market participants began to entertain the notion that the Federal Reserve might be seriously considering a late-2022 or early-2023 rotation...
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Q2 2022 Market Commentary & Outlook
by Ashley Kulju|19 July 2022|Quarterly Market Commentary & Outlook
Happy 246th Birthday to the United States of America! Paraphrasing the incomparable Erma Louise Bombeck (1927-1996): “You have to love a Nation that celebrates its Independence every July 4...with family picnics where kids throw Frisbees, the potato salad gets iffy,...
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Q1 2022 Market Commentary & Outlook
by Ashley Kulju|22 April 2022|Quarterly Market Commentary & Outlook
With the unfolding of the Russo-Ukrainian crisis; the commencement of monetary policy interest rate tightening by the Federal Reserve; widespread concerns over shortage-induced price increases for energy and food; and further Covid-related lockdowns and restrictions in China, the month of...
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Q3 2021 Market Commentary & Outlook
by Ashley Kulju|01 October 2021|Quarterly Market Commentary & Outlook
In financial markets, October often contains consequential elements of transformation, passage, and change, with its four weeks ranking only ninth out of 12 months in the S&P 500 index’s average percent change (with a gain of +0.4%) over the years...
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