Blog
Whether it’s ideas from investment the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
SECURE Act 2.0: An Overview
In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.The law is called SECURE 2.0, and it's a follow-up to...
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Weekly Market Insights: Recession Concerns, Fed Talk Keep Stocks Cold
Hawkish comments by the Fed and weak economic data heightened investors’ recession concerns and sent stocks lower last week.The Dow Jones Industrial Average lost 1.66%, while the Standard & Poor’s 500 retreated 2.08%. The...
Read MoreSocial Security 2023 COLA Increase Kicks In
While you probably already found your notice in the mail, you may be curious about the COLA increase happening for Social Security recipients in the New Year. Starting in January, beneficiaries will see an 8.7% increase to help offset...
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Outlook 2023: CEOs Are Cautious
It appears that America’s corporate leaders are preparing for the worst while hoping for the best.Almost half of S&P 500 CEOs in second-quarter conference calls pointed to “recession” as a potential headwind in 2023....
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Weekly Market Insights: Easing on Rate Hikes and Job Numbers Cheer Markets
Stocks ended higher last week as investors navigated the crosscurrents of a potential easing in future rate hikes and continued strength in the labor market.The Dow Jones Industrial Average edged 0.24% higher, while the Standard &...
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Is the Fed Ready to Pause?
Over the years, the Fed has followed a similar pattern with interest rates. It raises interest rates, then pauses, so it can see how the economy is adjusting to the higher rates. The chart below shows the Fed’s pattern with...
Read MoreWeekly Economic Update
In this week’s recap: as fears of economic shutdown diminish, the U.S. economy gains momentum. THE WEEK ON WALL STREET Stocks moved higher last week on news of more Federal Reserve market support and diminished concerns that new...
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Market Insight
Investor sentiment turned negative last week, amid an increasing number of COVID-19 cases in states where reopening has been underway as well as a subdued economic forecast from the Federal Reserve. The Dow Jones Industrial Average...
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Market Timing And Your Investment Strategy
Hindsight is 20/20. It’s only human to imagine what it might have been like to turn left instead of right on some fateful day. However, that sort of daydreaming is unhelpful when investing, especially when it leads you to try and...
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Market behavior and the economy
As states cautiously begin the process of relaxing their COVID-19 restrictions, some are wondering, “Why is the stock market doing so well when the economy is doing so poorly?” It’s a great question, and fortunately,...
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Market Envioronment
Wow, just wow! It feels like we are in no mans land with this current market downturn. The 10-year treasury has broken below 1% for the first time in history after the Federal Reserve lowered rates by 50 bps, which I have to say feels...
Read MoreCOVID‑19: Repercussions Could Worsen Before They Improve
History teaches that epidemics tend to have short-term effects on economies and markets, but great uncertainty remains about the coronavirus. ear of the fallout from the coronavirus has roiled markets, but while economies are likely to...
Read MoreThe Prospects for a Global Pandemic
As equity and high yield bond markets decline in the face of a potential global pandemic created by the coronavirus, investors may be faced with the real prospect of a potential dramatic economic event that has already affected China...
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