It may seem like yesterday when you brought your newborn home from the hospital.  Now, they are starting their senior year of high school.  After a summer of college visits, they are preparing to submit their college applications.  The college process is different than when you or your parents attended, and the older generation was […]
Jun 23rd, 2022
The past few months have been much of the same narrative for markets: Inflation concerns. Tighter monetary policy. Higher interest rates. All three have led to volatility in the stock market and concerns that the economy might enter a recession. These factors point toward the Federal Reserve being one of the most critical factors in […]
If you paid attention to nothing about the stock market last month only to look at the S&P 500’s return of 0.2%, you would think it was a rather dull four weeks. That could not be further from the truth. After an intramonth drawdown of over 9%, the S&P 500 Index flirted with bear market […]
The first five months of 2022 could be characterized as unusual. The typically safe, conservative bond allocations in portfolios are in the red. The often forgotten, long underperforming commodities are seeing their day in the sun as one of the only asset classes trading in positive territory. The S&P 500 and Nasdaq Indexes have closed […]
Legislation The Consolidated Appropriations Act of 2021 contains significant reforms that impact many people’s financial lives. This COVID- 19 relief bill was hotly debated in the news, but the appropriations bill also changed the Free Application for Federal Student Aid, or the FAFSA. We will cover some of the noteworthy changes below and update our […]
Friday the 13th brought some luck to markets as stocks rallied to close the week, although the S&P 500 Index still closed in negative territory for the sixth consecutive week, the longest streak since 2011. It can be difficult to find bright spots during a negative period, but Friday’s rally, which saw 95% of S&P […]
2022 has not been kind to capital markets through the first four months of the year. A combination of inflation, rising rates, the Fed, the war in Ukraine, and COVID-19 lock downs in China have posed headwinds throughout most of the year. April brought many of the same worries, as well as the kickoff to […]
Rising Inflation Beginning last spring and continuing through 2022, rising inflation has become the dominant factor, both spooking markets and squeezing the already tight budgets for millions of Americans. Global supply chain disruptions continue as China and other countries lockdown their economies to battle COVID. Shortages of computer chips, new and used cars, furniture, battery […]