The Blog

How Housing Prices Affect Economic Recovery

With the economy slowly reopening across the country, the question remains: will consumers feel confident enough to spend? Or will they wait and see, effectively delaying the recovery? While it may take months for the economic data to reveal exactly how consumers feel, there are several indicators today which may be helpful. Continue reading

Welcome Our Summer Interns!

We are thrilled to have two bright minds joining us for our 2020 Summer Internship program! Please join us in welcoming Rachel Buckhoff and Jared Tobin. Rachel attends University of Texas majoring in Finance, and Jared attends Texas Tech majoring in Personal Financial Planning. Welcome! Continue reading

May 29, 2020 Weekly Market Recap

Broad-based gains lift the S&P 500 back above its 200-day moving average. The stock market extended its rally this week on continued optimism about an economic recovery and a fear of missing out on further gains. The Dow Jones Industrial Average outperformed with a 3.8% gain, followed by the S&P 500 (+3.0%), Russell 2000 (+2.8%), and Nasdaq Composite (+1.8%). Continue reading

When the Economy & Stocks Completely Diverge

Do you find it puzzling when a bleak economic report emerges from the press, only to be accompanied by a positive surge in the stock market? You’re not alone. The last few weeks have produced many examples of a stark contrast between stock market performance and economic indicators. So why the apparent disconnect? Continue reading

The Bumpy Road to Long-Term Averages

In the investing world, we like to use average annualized returns when discussing the long-term performance of a security or portfolio. It’s certainly not a perfect gauge, but it’s pretty much the best we’ve got. Continue reading

Zoom Now Worth More Than 7 Largest Airlines

You want to see something crazy? Check out the visual below (courtesy of the Visual Capitalist). Zoom, the increasingly popular video conferencing company, is now worth more than the world’s largest seven airlines, combined! Continue reading

May 15, 2020 Weekly Market Recap

The stock market closed lower this week, as concerns about an economic recovery, U.S.-China tensions, and valuations weighed on sentiment. The small-cap Russell 2000 underperformed with a steep 5.5% decline, followed by more modest losses in the Dow Jones Industrial Average (-2.7%), S&P 500 (-2.3%), and Nasdaq Composite (-1.2%). Continue reading

How COVID-19 Impacts Medicare Coverage

The outbreak of COVID-19 has created uncertainty across the nation and world over the last several months. The global health concerns surrounding the novel coronavirus have prompted Medicare recipients to wonder how it will impact their coverage. Continue reading

The Great Depression vs. Today

Given the speed and severity by which global economic growth has collapsed since the coronavirus forced nations to shut down, many people are naturally wondering whether we are in a recession or a depression. While there are no hard-and-fast rules for distinguishing between the two, there are clear qualitative differences. Continue reading

May 8, 2020 Weekly Market Recap

The stock market returned to its winning ways this week in a broad-based advance led by the mega-cap technology stocks. The Nasdaq Composite led the way with a 6.0% gain that lifted the tech index back into positive territory for the year. The Russell 2000 (+5.5%) was next in line, followed by the S&P 500 (+3.5%) and Dow Jones Industrial Average (+2.6%). Continue reading