Week in Review: Winning Streak Ends

A four-week winning streak for the market came to an end last week. The simple reason why is that the market was overbought on a short-term basis and due for a pullback. Of course, there was more to it than that.
Easing Inflation and the Market Recovery

Investors and economists have breathed a sigh of relief as new inflation data suggest that price pressures are easing.
Week in Review: Stock Market “Inflation”

The stock market saw some real inflation this week, largely because it saw signs of disinflation in the Consumer Price Index (CPI), Producer Price Index (PPI), and Import-Export Price Index reports for July.
Stocks Have Been Recovering Since June

If you blinked, you may have missed it. But believe it or not, stocks have been recovering since June. This fact has been lost amidst the market mayhem of 2022, and understandably so. People are still seeing red in their investment portfolios, but things have improved.
Meme Stocks Reversion

As the pandemic dragged on, some people tried new hobbies like baking bread, binge watching Tiger King, and day trading certain meme stocks.
Week in Review: Stocks Positive First Week of August

The first week of August ended up being another winning week for the stock market, though it wasn’t an east feat.
Mixed Market and Economic Signals

Recent reports on U.S. Gross Domestic Product for the 2nd quarter confirmed that the economy shrank in the first half of the year. Now what?
Investors Benefit as Corporate Earnings Adjust to Inflation

Obviously high inflation continues to be a major problem. Not only does it impact consumers’ wallets but it also has wide-ranging implications for corporations, the broader economy, and investment portfolios.
Retirement Strategy Has Changed. Has Yours?

There was a time when you’d have a nice pension at the end of your working years. Now, of course, pensions are not as common, though you certainly have more retirement plan options available to you.
Week in Review: Solid Gains

Headlines that reinforced a slower growth environment were persistent this week, but just as persistent – or resilient we should say – was the stock market.
When Market Timing Fails

In a year like this, when everything seems to be going south, it’s tempting to want to get out of the market completely.
2nd Quarter 2022 Newsletter

We’ve enclosed our 2nd Quarter 2022 Newsletter where we share our insights on the markets, economy, investing, and financial planning.
Week in Review: Stocks End Week on a Rebound

The stock market endured another volatile week that began with three days of selling and ended with a rebound that lifted the S&P 500 off its lowest level in nearly four weeks.
Crypto Chaos

It’s been a bad year for just about every investable asset class on the planet. But, it’s been particularly bad for cryptocurrencies. Two of the more well-known digital coins, Bitcoin and Ethereum, are down -58% and -70% year-to-date. The fall has been nothing short of breathtaking.
Market Valuations Are More Attractive

As the economy responds to inflationary pressures, investors continue to struggle with violent, daily price swings across the stock market. This level of market volatility can be disorienting for even the most experienced investors, and some may even want to wait it out on the sidelines.