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Oxford Harriman & Company Merges with CRT Private Wealth Management in Fairfield, New Jersey

Oxford Harriman & Company is pleased to announce that Mike Verda has joined the firm as Managing Director & Partner in our new Lorain, OH office. Mike is a seasoned financial services professional with over 20 years of experience. Prior to joining Oxford Harriman & Company, Mike spent his entire career at Edward Jones in Oberlin, OH where he started and managed his own office.

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Market Commentary 5/8/24

Last week markets continued to pull back as the S&P 500 dropped to a two-month low. We are seeing stocks stressed due to a multi-faceted wave of challenges. The initial pullback in early April, predominantly driven by persistent inflation and higher interest rates, has catalyzed into a more extensive selloff. The S&P 500 and Nasdaq 100’s sharp decline of over 1% each on Monday of last week has sent a ripple effect across the globe. Asian benchmarks have retreated notably in Japan and Hong Kong, and European markets have not been spared the brunt.

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Market Commentary 4/25/24

Last week markets continued to pull back as the S&P 500 dropped to a two-month low. We are seeing stocks stressed due to a multi-faceted wave of challenges. The initial pullback in early April, predominantly driven by persistent inflation and higher interest rates, has catalyzed into a more extensive selloff. The S&P 500 and Nasdaq 100’s sharp decline of over 1% each on Monday of last week has sent a ripple effect across the globe. Asian benchmarks have retreated notably in Japan and Hong Kong, and European markets have not been spared the brunt.

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Market Commentary 3/12/24

Stocks traded higher in February, with the rally broadening after large cap stocks accounted for most of January’s gains. The S&P 500, with a monthly gain of 5.2%, traded above 5,000 for the first time. The Dow Jones Industrial Average likewise set a new closing high in February, and the Russell 2000 Index of small cap stocks gained 5.7% for the month after declining 3.9% in January. The Consumer Discretionary, Industrial, and Material sectors outperformed the S&P 500, while the Utility, Consumer Staple, and Real Estate sectors underperformed.

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Oxford Harriman Announces New Lorain OH Office

Oxford Harriman & Company is pleased to announce that Mike Verda has joined the firm as Managing Director & Partner in our new Lorain, OH office. Mike is a seasoned financial services professional with over 20 years of experience. Prior to joining Oxford Harriman & Company, Mike spent his entire career at Edward Jones in Oberlin, OH where he started and managed his own office.

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Market Commentary 3/11/24

Stocks traded higher in February, with the rally broadening after large cap stocks accounted for most of January’s gains. The S&P 500, with a monthly gain of 5.2%, traded above 5,000 for the first time. The Dow Jones Industrial Average likewise set a new closing high in February, and the Russell 2000 Index of small cap stocks gained 5.7% for the month after declining 3.9% in January. The Consumer Discretionary, Industrial, and Material sectors outperformed the S&P 500, while the Utility, Consumer Staple, and Real Estate sectors underperformed.

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Bailey Financial Group Newsletter Feb. 12, 2024

BAILEY FINANCIAL GROUP NEWSLETTER February 12, 2024 Download Bailey Financial Group Newsletter Important Disclosures: Investments in fixed-income securities are subject to market, interest rate, credit and other risks. Bond prices fluctuate inversely to changes in interest rates. Therefore, a general rise in interest rates can cause a bond’s price to fall. Credit risk is the

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