The New Bitcoin ETFs: They don’t invest directly in Bitcoin
Fair warning to those looking for direct exposure to Bitcoin – you will not find it in these new ETFs. That’s because they are investing in Bitcoin futures contracts, not Bitcoin.
Rising Energy Costs and Supply Chain Issues
It’s impossible to understand today’s economy and markets without a clear perspective on global supply chain disruptions. From computer chips to the availability of workers, supply bottlenecks are raising concerns around economic growth and inflation.
Week In Perspective: Market absorbs inflation and rallies [15-Oct-21]
The stock market had a great second half of the week, bolstered by better-than-expected earnings reports, relatively encouraging economic data, and improving technical factors.
Navigating Growing Concerns in Q4 2021
As we begin the final quarter of 2021, the economy is shifting from a recovery phase to a sustained expansion. Investor sentiment has shifted alongside this, swinging from bullishness to bearishness.
Week In Perspective: Value Stocks Lead [08-Oct-21]
The S&P 500 advanced 0.8% this week, overcoming a tough Monday session, as investors bought the dip and breathed a sigh of relief that a debt-ceiling agreement was reached in the Senate.
Your Tax Brief…What’s the Latest?
Capitol Hill is producing more drama than Hollywood. We’ve got bold statements, ultimatums, cliff-hangers, and confusing sequels.
Medicare Open Enrollment Begins Oct. 15th. What You Need to Know.
Medicare’s open enrollment period happens once a year between October 15 and December 7. During this time, current Medicare beneficiaries have the option to adjust their coverage for the coming year.
Third Quarter 2021 Market Review and Commentary
Please find below our quarterly market review and commentary for the 3rd quarter 2021. We hope you find it helpful. Let us know if you have any questions.
Week In Perspective: Tough Week for Stocks [01-Oct-21]
Selling momentum returned to the stock market this week amid a host of concerns, including rising rates and valuations, which saw all major indices fall.
Will Inflation Kill Stock Returns?
You may be wondering whether stock returns will suffer if inflation keeps rising. Here’s some good news: Inflation usually is not bad news for stocks.
Investors Are Anxious
Investors are often conflicted about record-high stock prices. They are pleased to see their existing equity holdings gain in value but apprehensive that higher prices somehow foreshadow a dramatic downturn in the future.
Stocks Suck in September
Stocks suck in September. Ok, maybe not 100% of the time, but generally speaking September is the worst month for stocks. And this one is bad so far.
Week In Perspective: S&P 500 Closes Lower Despite Good Data [17-Sep-21]
The S&P 500 (-0.6%), Nasdaq Composite (-0.5%), and Dow Jones Industrial Average (-0.1%) ended the week with modest declines, while the small-cap Russell outperformed with a 0.4% gain.
Don’t Let the Tax Tail Wag the Dog
There are perhaps no two topics as controversial as deficits and taxes. Differences in political and social opinions on these issues are almost guaranteed to lead to heated discussions, even among otherwise calm individuals.
Week In Perspective: Sellers Take Over in Shortened Week [10-Sept-21]
The stock market had a tough four-day week, with the S&P 500 losing 1.7% and closing lower in each session as buyers appeared exhausted.