In The News

All the positive news surrounding corporate earnings and a strong October jobs report, which combined to lead markets to record highs, has taken a back seat. Right now, only one word matters—inflation. Last week, the Consumer Price Index reported a year-over-year increase of 6.2%, the highest since 1990. Economists have been calling inflation “transitory” since […]

The most significant financial goal many people have is saving for retirement. Unfortunately, with the disappearance of pensions and worries over the stability of Social Security, many people find themselves wholly responsible for their own retirement plan, and very few have the knowledge or tools to tackle this complex task. In this article, we’ll review […]

The broadening global COVID-19 recovery faced headwinds leading to mixed asset class results in the third quarter. The S&P 500 (large U.S. stocks) returned 0.58% for the quarter, while the Russell 2000 (small U.S. stocks) was down -4.36%. Emerging market stocks underperformed, driven by economic and regulatory concerns from China. The Evergrande Group, a massive […]

As markets limped to the end of September, many wondered what the fourth quarter had in store. Despite the continued supply chain issues, inflation worries, Federal Reserve uncertainty, and weaker than expected GDP growth, companies’ earnings gave markets a catalyst to move higher and save the concerns for another day.  All it took was the […]

It’s best practice to have a combination of retirement plans for tax planning purposes. For example, qualified plans reduce your taxation now, but you will pay ordinary income tax on all withdrawals when you need to take money out of the account. On the other hand, a Roth IRA allows your money to grow tax-free […]

Earnings stole the show and were a significant factor leading the S&P 500 Index to a week of positive returns. The week began in the red, but once companies started reporting their third-quarter earnings, sentiment quickly changed and led the S&P 500 Index to a weekly gain of 1.8%. Although inflation concerns, headlined by energy […]

The last four trading days of September proved to be a culmination of investor anxieties. From various economic data to continued supply chain constraints, all were front and center as the third quarter came to a close. The one economic factor that has not been much of a topic as of late is interest rates, […]

Although the week ended with a trivial gain in the S&P 500 Index, it was not exactly boring. The markets had plenty of news to trade around, first with Chinese property developer Evergrande’s expected miss of an interest payment to bondholders, followed by the global central banks offering guidance on their tapering plans. While none […]