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.
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.
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.
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.
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.
What Financial Challenges Could High Earners Face During the Biden Administration?

With one of the most contentious elections in history behind us, President Joseph R. Biden, Jr. officially took office on January 20. With a new administration, high earners especially are left wondering – how will the Biden presidency affect me financially?
Stimulus Checks Are Arriving

One year into the pandemic, individuals everywhere are still experiencing emotional, physical, and economic implications. In an effort to ease the pandemic’s detrimental effects, the federal government has recently passed a third stimulus package called the American Rescue Plan Act.
Scammers Are Getting Smarter: 5 Ways to Spot Them

Scammers: according to the CFA, they’ve recently gotten bolder in their extortion methods, impersonating law enforcement on the phone and even threatening people online.
Interest Rates Spike

The sudden rise in interest rates has spooked some investors. Fears of runaway inflation, the Fed losing control, and concerns over highly-valued sectors have resulted in renewed market volatility.
SECURE Act and CARES Act

Over the last 18 months, Congress implemented two significant bills that have impacted retirement savings accounts. The SECURE Act was a bi-partisan effort directed at improving the ability of American citizens to increase retirement savings. The CARES Act was passed in response to the economic turmoil caused by the Covid-19 pandemic.
2020: Reflecting on an Unprecedented Year

The year 2020 proved to be one of the most tumultuous in modern history, marked by countless developments that were historically unprecedented. But the year also demonstrated the resilience of people, institutions, and financial markets.
Bitcoin Mania is Back

Ok, so maybe “mania” is an exaggeration, but there certainly is a renewed interest and hype around Bitcoin these days. Maybe that’s because it’s up over 200% in 2020 and has now surpassed its high from three years ago (currently more than $21,000).
November 20, 2020 Weekly Market Recap

Cyclical stocks retained their monthly leadership roles this week following several positive vaccine developments, but the S&P 500 (-0.8%) and Dow Jones Industrial Average (-0.7%) finished in negative territory. The Russell 2000 climbed 2.4%, and the Nasdaq Composite increased 0.2% despite relative weakness in the technology stocks.
Perspectives After a Heated Election

After a heated campaign amid a challenging year for all Americans, the presidential election now has a projected winner. Roughly half of the country disagrees with this choice and there are already legal battles in key states. This is clearly not over yet and only one thing is certain – none of this is moving us closer to a sense of national unity.