Search

Search Parameters
Search Only:

Total: 50 results found.

Quarterly Update

Created on Tuesday, 08 January 2019. Posted in Content/our blog

... the year, however, while a variety of headlines seemed to coalesce at times to rile the markets. Stocks have recovered from their lows somewhat, but anxiety remains high amid a myriad of risks. Here's ...

Happy Holidays

Created on Tuesday, 18 December 2018. Posted in Content/our blog

... if you have any last-minute needs or burning questions. That next post will also be my Quarterly Update, and we'll recap the fourth quarter in the markets as well as the rest of the year. Who knows how ...

Don't Believe the Hype

Created on Tuesday, 11 December 2018. Posted in Content/our blog

... why, you may ask, is the market freaking out about recession risk if such an important indicator isn't flashing red yet? Perhaps ironically, the answer has more to do with just how quiet markets have been ...

Round Three

Created on Tuesday, 04 December 2018. Posted in Content/our blog

... is that the stock market will be closed tomorrow as part of a national day of mourning for the former president. The stock and bond markets traditionally close following the passing of former presidents ...

More Definitions

Created on Tuesday, 27 November 2018. Posted in Content/our blog

... a bull market, but there is for a bear market. Stocks, for example, are said to be in a bear market after prices have fallen at least 20% from a recent high. Bull markets and bear markets are best used ...

Picking Out the Good Stuff

Created on Monday, 05 November 2018. Posted in Content/our blog

... waves of volatility. While markets rise and fall over the course of a cycle, the biggest pullbacks tend to come when an economic recession comes into view. With fiscal stimulus continuing to boost ...

The Search for Silver Linings

Created on Monday, 29 October 2018. Posted in Content/our blog

... posted most of the gains earlier in the year but have been taking it on the chin as investors take profits. Developed foreign markets (such as Europe) and emerging markets (such as China) are each down ...

Updates to Social Security & Medicare

Created on Tuesday, 23 October 2018. Posted in Content/our blog

A couple of weeks back we learned about some important updates regarding Social Security and Medicare. I had meant to write about them at the time but, as happens every now and then, the markets turned ...

Volatility is Normal

Created on Monday, 15 October 2018. Posted in Content/our blog

... of a run lately, dropped over 5% last week. Emerging markets, the worst performing asset class this year, did better, only dropping about 2%. Bonds, which had been lagging all year, largely did their ...

The Expectations Game

Created on Monday, 08 October 2018. Posted in Content/our blog

... as we know, is risky but it's also incredibly confusing and full of contradictions. When markets are positive we tend to expect that to continue and the same is true for down markets. We know that we have ...

Quarterly Update

Created on Monday, 01 October 2018. Posted in Content/our blog

...  • S&P 500: up 7.7%; up 10.6% • Down Jones: up 9.8%; up 8.3% • Russell 2000 (small company stocks): up 3.6%; up 11.5% • MSCI EAFE (foreign stocks): up 2.1%; down 1% • MSCI EM (emerging markets): up ...

What’s with Emerging Markets?

Created on Tuesday, 11 September 2018. Posted in Content/our blog

A common topic lately has been the problems with emerging markets and why the asset class is down so much this year. It's important for investors to examine these problems because the asset class is expected ...

CDs Versus Bonds

Created on Tuesday, 04 September 2018. Posted in Content/our blog

... the bond market year-to-date. Cash is up while bonds are down, that's pretty straightforward. There's also no volatility, which is comforting when markets get whacky. But stretch things out a bit ...

Quarterly Update

Created on Tuesday, 03 July 2018. Posted in Content/our blog

The second quarter (Q2) of 2018 seemed to be all about tariffs. There was other market news of course, but headlines regarding the growing trade spat between the U.S. and China were what moved markets ...

Semantics

Created on Tuesday, 26 June 2018. Posted in Content/our blog

... is good. This obviously impacts markets in the short-term. According to Bespoke Investment Group, almost all the market's larger down days in the past few months have been related to tariff news. This ...

Staying Focused Amid the Noise

Created on Tuesday, 15 May 2018. Posted in Content/our blog

... Journal takes our attention into places that don't serve us well. As I write this, two headlines catch my eye: "If Market Volatility Is Back, Are You Ready?" and "Bear Markets Can Fly In On Their Own." ...

Seeing the Curve

Created on Tuesday, 08 May 2018. Posted in Content/our blog

... we want to be ready when, or if, the curve inverts. For an FAQ from the NY Fed about the yield curve, check out the following link: https://www.newyorkfed.org/research/capital_markets/ycfaq.html#Q19 ...

E+R=O

Created on Monday, 30 April 2018. Posted in Content/our blog

... simple idea highlights an important question: How can we, as investors, maintain discipline through bull markets, bear markets, political strife, economic instability, or whatever crisis du jour threatens ...

Useful Analogies

Created on Tuesday, 17 April 2018. Posted in Content/our blog

... can and will be lots of uncertainty in your plans for retirement. Your personal and professional life will change, and so will your goals and objectives. Markets will be volatile and scary. A host of issues, ...

Deficits and Tariffs

Created on Monday, 09 April 2018. Posted in Content/our blog

... Markets were up on softer tariff news yesterday and again this morning, but still with no substantive changes. http://econofact.org/what-do-we-learn-from-bilateral-trade-deficits www.bespokepremium.com ...