Why Investors Still Face Low-Yield Challenges

Despite the jump in interest rates this year, the yields on many corporate bonds remain low. This is driven by many of the same factors that continue to push the stock market higher: the strong economic recovery and rebound in corporate profits.

Week In Perspective: Market Snaps Hot Streak [23-Apr-21]

The stock market finished mixed and little changed in a week marked by consolidation activity and heated tax discussions. The S&P 500 (-0.1%), Dow Jones Industrial Average (-0.5%), and Nasdaq Composite (-0.3%) finished slightly lower, while the Russell 2000 (+0.4%) closed slightly higher.

Do Downturns Lead to Down Years?

Do Downturns Lead to Down Years? The answer to this question is, "almost never." It hasn't been a particularly fun week for most parts of the stock market, but it's hardly a reason for major concern. And most major market indices are way up (in most cases up double digits).

Blockbuster Economic Growth

The past few weeks have seen one blockbuster economic report after another. From the 916,000 jobs that were added in March to retail sales jumping 9.8% month-over-month, these are some of the best economic numbers we could see in a lifetime.

Coinbase Went Public With a Direct Listing – That’s Tricky

Founded in 2012, Coinbase is a San Francisco-based central cryptocurrency exchange space. The company’s shares began trading on Wednesday, April 14th.

A Bit More on Bitcoin and What to Make of It

Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios.

The Market Roars – Stay Focused

It goes without saying that rising markets are positive for investors. However, as with all things, maintaining balance is the key to long-term success. Just as investors often find it difficult to stay invested when markets pull back, many also find it challenging to stay focused when markets are roaring.

Week In Perspective: Market Continues Rally [09-Apr-21]

The S&P 500 (+2.7%) and Dow Jones Industrial Average (+2.0%) kicked off the week with a data-driven rally to new heights, followed by a mechanical grind higher the rest of the week. The Nasdaq Composite (+3.1%) outperformed with a 3% gain, while the Russell 2000 underperformed with a 0.5% decline.

Understanding Inflation in 2021

Following a year of economic instability, it appears that many of us are turning our attention to something that’s been around for decades, but has recently piqued national interest - inflation.

Market and Economic Update (April 2021)

This is our Global Market and Economic Update for April 2021 featuring recent performance of global stocks and economic data.

Inflation, Interest Rates and Taxes in Q2 2021

As we begin the second quarter, it would be an understatement to say that investors have faced historic challenges over the past year. From the pandemic lockdowns to the sudden recovery, staying invested and maintaining a long-term view has been rewarded.

Week In Perspective: S&P 500 Tops 4,000 [02-April-21]

The S&P 500 (+1.1%) reached a new milestone this week by topping the 4000 for the first time, although the Nasdaq Composite was the outright winner with a 2.6% gain. The Dow Jones Industrial Average (+0.2%) also set an all-time high, but it barely ended the week higher, while the Russell 2000 rose 1.5%.

Will Goodson In The News!

Our very own senior financial advisor, Will Goodson, CFP®, recently sat down with a KLTV reporter to discuss the recent round of government stimulus checks. Will discusses how individuals and families can best use these funds for saving and investing, and outlines the key ingredients for long-term financial planning.

Week In Perspective: S&P 500 Finds Support in Messy Week [26-Mar-21]

The S&P 500 went through some mild swings this week with technical and quarter-end rebalancing factors in effect, but it ultimately ended with a 1.6% gain. The Dow Jones Industrial Average (+1.4%) also closed higher, while the Nasdaq Composite (-0.6%) and Russell 2000 (-2.9%) lost ground.

The Fed is Still Accommodative

As the economic recovery gathers steam and vaccine distribution accelerates, many investors are concerned about how the Fed may react. If inflation and long-term interest rates continue to rise, will the Fed keep policy rates at zero and allow the economy to overheat? Or will they be forced to raise rates and end the party sooner than expected? What does history tell us about Fed policy and how could it affect investors?

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