Retirement and Investment Solutions | On the Margin

On the Margin is a publication featuring periodic stock Market Updates & Investment Insights.

Periodic Stock Market Updates & Investment Insights

On the Margin provides periodic stock market updates and investment insights and opportunities. Download our latest edition to ensure you stay current on trends and developments.

CBIZ Investment Advisory Services is a national provider of investment advisory and investment management services. We serve the investment needs of: individuals, trusts, defined contribution plans, defined benefit plans, cash balance plans, foundations & endowments, corporate liquidity accounts, and OPEBs. We work with clients to implement our investment approach, tailored to meet their unique needs.

Report
March 31, 2025
March 2025 Recap | On The Margin
  • Advisory, Investment Advisory
March 31, 2025
March 2025 Recap | On The Margin

Dive into March 2025’s market trends with our detailed update. Follow the influence of global trade policies and economic factors on equities and bonds, designed for financially savvy investors seeking market understanding.

  • Advisory, Investment Advisory
Report
February 28, 2025
February 2025 Recap | On The Margin
  • Advisory, Investment Advisory
February 28, 2025
February 2025 Recap | On The Margin

Discover February 2025 market trends and news. Our detailed U.S. stock market updates help financial professionals and investors make strategic decisions.

  • Advisory, Investment Advisory
Report
January 31, 2025
January 2025 Recap | On The Margin
  • Advisory, Investment Advisory
January 31, 2025
January 2025 Recap | On The Margin

The U.S. stock market rose despite several members of the Magnificent Seven declining , while bonds also generated positive returns.

  • Advisory, Investment Advisory
Report
December 31, 2024
December 2024 Recap | On The Margin
  • Advisory, Investment Advisory
December 31, 2024
December 2024 Recap | On The Margin

U.S. stocks and bonds moved lower during in December. International markets also fell for a third consecutive month.

  • Advisory, Investment Advisory
Report
November 30, 2024
November 2024 Recap | On The Margin
  • Advisory, Investment Advisory
November 30, 2024
November 2024 Recap | On The Margin

Nov. proved to be a feast of sorts for U.S. markets as several key ingredients, including U.S. election results and a Fed Reserve rate cut

  • Advisory, Investment Advisory
Report
October 31, 2024
October 2024 Recap | On The Margin
  • Advisory, Investment Advisory
October 31, 2024
October 2024 Recap | On The Margin

October saw investors experience highs and lows as positive results early in the month reversed by month end.

  • Advisory, Investment Advisory
Report
September 30, 2024
September 2024 Recap | On The Margin
  • Advisory, Investment Advisory
September 30, 2024
September 2024 Recap | On The Margin

Global markets experienced change during September. Despite a rocky start to the month, developed markets rebounded.

  • Advisory, Investment Advisory
Report
August 31, 2024
August 2024 Recap | On The Margin
  • Advisory, Investment Advisory
August 31, 2024
August 2024 Recap | On The Margin

Global equity markets sold off sharply to start the month amid growing concerns about a worse-than-expected economic slowdown in the U.S.

  • Advisory, Investment Advisory
Report
July 31, 2024
July 2024 Recap | On The Margin
  • Investment Advisory
July 31, 2024
July 2024 Recap | On The Margin

July’s global market movements looked and felt like a ride on a world-class roller coaster, filled with highs, lows, twists, and turns.

  • Investment Advisory
Report
June 30, 2024
June 2024 Recap | On The Margin
  • Investment Advisory
June 30, 2024
June 2024 Recap | On The Margin

The global market backdrop was eventful in June, but returns were mixed across asset classes and geographies.

  • Investment Advisory
Report
May 31, 2024
May 2024 Recap | On The Margin
  • Investment Advisory
May 31, 2024
May 2024 Recap | On The Margin

While April marked the first month of predominantly negative global asset class returns in 2024, markets rallied broadly in May.

  • Investment Advisory
Report
April 30, 2024
April 2024 Recap | On The Margin
  • Investment Advisory
April 30, 2024
April 2024 Recap | On The Margin

April provided investors with an experience akin to an unpleasantly rainy spring month as global markets moved broadly lower.

  • Investment Advisory
Report
March 31, 2024
March 2024 Recap | On The Margin
  • Investment Advisory
March 31, 2024
March 2024 Recap | On The Margin

The 1st quarter of 2024 was a reminder of one of the most powerful drivers of equity markets: momentum. Get more info with our market recap

  • Investment Advisory
Report
February 29, 2024
February 2024 Recap | On The Margin
  • Investment Advisory
February 29, 2024
February 2024 Recap | On The Margin

February was a month of unexpected surprises. In addition to the unseasonable warm days, we also saw an uptick in economic data.

  • Investment Advisory
Report
January 31, 2024
January 2024 Recap | On The Margin
  • Investment Advisory
January 31, 2024
January 2024 Recap | On The Margin

With a 3rd consecutive month of gains in the equity markets, the “soft landing” narrative is sweeping the public discourse on the US economy.

  • Investment Advisory