The “R” Word
There has been a fair amount of talk about a possible recession coming to us in the near future. I want to discuss what that means and also give a bit of historical context so that we understand the recession when a recession actually shows up.
Patience: The Most Important Investing Principle
For investors, the temptation to focus on short-term trading at the expense of long-term investing is a powerful one. For those investing for retirement and other important goals, this can be especially challenging during periods of market unease.
Week in Review: Bad Week for Growth Stocks
Last week was shortened in observance of Good Friday, but it was a “Bad Week” for the growth stocks amid upwards pressure in interest rates.
Seeing Red
The first quarter of 2022 was rough, and your upcoming quarterly statements are not going to be any fun to look at. You’ll be seeing red (okay technically we don’t use the color red, but negative numbers).
1st Quarter 2022 Market Review and Commentary
After a historically calm 2021, volatility returned in the first quarter of 2022, as inflation surged to 40-year highs, the Federal Reserve promised to raise interest rates faster than previously thought, and Russia surprised the world with a full-scale military invasion of Ukraine, marking the first major military conflict in Europe in decades.
5 Insights as Markets Stabilize in Q2
Investors faced historic challenges during the first quarter of the year as markets fell into correction territory.
Week in Review: First Negative Quarter in Two Years
The S&P 500 eked out a 0.1% gain this week, on the heels of closing out the first negative quarter in two years (-4.6%).
Consumers Need a Pep Talk
Markets have shown greater signs of stability since the Fed’s rate hike announcement two weeks ago. Not only was it widely expected, but many investors believe the Fed should tighten even further.
Will The Tech Stock Rout Continue?
It’s been a rough year for many technology-related stocks. Think Meta (Facebook), Netflix, PayPal, Block (Square), etc.
Interest Rates Impacted by the Fed, Geopolitics, and More
Interest rates have swung wildly in recent weeks due to the Fed, the conflict in Ukraine, and the spike in oil prices. The 10-year Treasury yield recently exceeded 2%.
Week in Review: Big Rally for Equities
Week in Review: Big Rally for Equities The S&P 500 rallied 6.2% this week on the back of a four-day winning streak, as the market preferred to look at things from a positive perspective.
The Fed Has an Eye on Ukraine
The Russian invasion of Ukraine has made the Fed’s interest rate decision a little more complicated.
Week in Review: Oil Prices Decline But Markets Follow
Week in Review: Oil prices decline but market too worried to care The stock market started the week in a hole as oil prices flirted with $130 per barrel. Oil prices eventually cooled off, but the hole was too deep for the market to climb out of given the state of the economy.
Staying Centered Amidst Chaos
The world is a chaotic place right now. There’s always a degree of chaos of course, but there seems to be an abundance of it currently – war, sky-high inflation, crime, market turbulence…and the list goes on.
What the Spike in Energy Means for You
While the humanitarian impact of Russia’s invasion of Ukraine is the top concern, investors also continue to face a challenging market environment as the conflict intensifies.
