The 2020 Presidential Election and the Market

With the 2020 Presidential Election less than a year away, it’s natural to be concerned about the impact of politics on the stock market and economy. After all, the past three years have been politically turbulent to say the least. Read More

Rising Rates and a Steeper Yield Curve

Interest rates have been on a rollercoaster ride this year. The 10-year Treasury yield was as high as 2.8% at the start of the year before falling below 1.5% only two months ago – the lowest level since 2016. It’s now risen almost half a percent to 1.94%. As a result of this rate volatility, the yield curve also inverted briefly earlier this year. What are interest rates telling us today, and why does this matter to everyday investors? Read More

November 8, 2019 Weekly Market Recap

The S&P 500 (+0.9%), Nasdaq Composite (+1.1%), and Dow Jones Industrial Average (+1.2%) broke out to new record highs in a week full of trade headlines that were viewed favorably by the market. Cyclical sectors set the pace while U.S. Treasuries sold off. The small-cap Russell 2000 (+0.6%) trailed its large-cap peers. Read More

November 1, 2019 Weekly Market Recap

The S&P 500 (+1.5%) and Nasdaq Composite (+1.7%) both set record highs in this macro-driven week that featured the Fed, economic data, earnings reports, and trade news. The Dow Jones Industrial Average rose 1.4%, and the Russell 2000 rose 2.0%. Read More

The Value of Automatic Savings

Nick Murray, one of the most prolific scholars in our industry, states in his book Behavioral Investment Counseling that “your family’s financial well-being in later life, and its ability to leave significant legacies to its children, will depend largely on what percentage of its income it manages to save – perhaps the ultimate behavioral variable.” Read More

3rd Quarter 2019 Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. Read More

Medicare Open Enrollment 2020

Open Enrollment for Medicare recently kicked off on October 15th and remains ongoing until December 7th. It is an important time to review your current Part D prescription drug coverage. Read More

4th Quarter Earnings Season

As the corporate earnings season kicks off, it’s important to consider not only how companies are doing, but also how far they have come over the past decade. This is because, for long-term investors, there’s nothing more important than economic growth and its impact on corporate profits. Read More

October 18, 2019 Weekly Market Recap

The S&P 500 advanced 0.5% this week, as the first busy week of earnings reports for the third quarter was generally viewed as better than feared. The benchmark index outpaced the Nasdaq Composite (+0.4%), but fell behind the Russell 2000 (+1.6%). Read More

3rd Quarter 2019 Newsletter

Below please find our 3rd Quarter 2019 Newsletter. Enclosed you’ll find articles on the state of the markets, financial planning, and investing. Read More

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