Blog

Wasn't There Supposed to be a Recession?

In advance of 2023, the recession drum beats were so loud it was deafening. Market pundits warned that as the Fed raised interest rates, it was just a matter of time before the economy entered a recession.But it’s July now, and...

Now That the Debt Ceiling is Over, What's Next?

Now that the debt ceiling negotiations are behind us and President Biden has signed the measure, what will Wall Street's wandering eye focus on next?Inflation? Interest rates? Recession? Artificial intelligence?More than likely,...

A Meaningful Memorial Day

Memorial Day is about honoring the brave service members who made the ultimate sacrifice while serving our country. Every year, I'm reminded of how deeply grateful I am for their courage and humbled by their dedication to securing our...

Weekly Market Insights: Friday Rally Trims Losses; CPI Report Next Week

A Friday rebound, triggered by a big tech company’s earnings beat and a strong jobs report, shaved much of the week’s accumulated losses.The Dow Jones Industrial Average fell 1.24%, while the Standard & Poor’s 500...

“Better” Is the Best Word on Wall Street

From my perspective, we can't hear the word "better" enough in the weeks ahead."Better than expected." "Better than feared." "Better than forecasted."These are winning phrases that can be used by market pundits when they compare a...

Feds Managing SVB, Inflation

For the Federal Reserve, credibility is everything. And its credibility is being tested by how it plans to manage the banking system in the days leading up to its March 21-22 meeting.Last month, Fed Chair Powell confidently told Wall...

Don't Watch The Markets Too Closely

One of my favorite Warren Buffett quotes is, “Remember that the stock market is a manic depressive.”What he’s suggesting is that stock prices can sometimes swing wildly from day to day in response to even minor news....

Weekly Market Insights: Erratic Holiday Trading Leaves Stocks in Doldrums

In a holiday-shortened week, erratic trading left stocks marginally down for the week.The Dow Jones Industrial Average lost 0.17%, while the Standard & Poor’s 500 slipped 0.14%. The Nasdaq Composite index fell 0.30%. The MSCI...

Weekly Market Insights: Erratic Holiday Trading Leaves Stocks in Doldrums

In a holiday-shortened week, erratic trading left stocks marginally down for the week.The Dow Jones Industrial Average lost 0.17%, while the Standard & Poor’s 500 slipped 0.14%. The Nasdaq Composite index fell 0.30%. The MSCI...

Weekly Market Insights: Easing on Rate Hikes and Job Numbers Cheer Markets

Stocks ended higher last week as investors navigated the crosscurrents of a potential easing in future rate hikes and continued strength in the labor market.The Dow Jones Industrial Average edged 0.24% higher, while the Standard &...

These Months are More Volatile Than Others

We’re entering a tricky time of year: September and October have a reputation for bringing an extra measure of market volatility.Some of the stock market’s most challenging events have hit in September and October, and...

Weekly Market Insights: Markets Rally; Earnings Better Than Expected

Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings.The Dow Jones Industrial Average increased 2.97%, while the Standard & Poor’s 500...

3 Shrewd Maneuvers in a Down Market

It’s natural to think “defense” during a bearish market season. But why not mix in some “offense” with your defense? Here are three moves we can discuss together that may be helpful during the current...

Summertime Checkup

Summer’s here, and the time is right for vacations, outdoor activities, and fun. It’s also a good time to consider a few financial matters. Here are some questions to ask yourself mid-year.Goals still the same for 2022? Has...

Weekly Market Insights: Stocks Slip on Mixed Economic News

In a holiday-shortened week of volatile trading, stocks surrendered some of the previous week’s strong gains.The Dow Jones Industrial Average fell 0.94%, while the Standard & Poor’s 500 declined 1.20%. The Nasdaq Composite...

Inflation Creeping into Personal Finances

Inverted Yield Curve + Inflation = Stay the Course

Weekly Market Insights: Ukrainian War Stresses Economy

The Cycle of Investing

What’s ahead for 2022?

Weekly Market Insights: Omicron News Boosts Stocks

Weekly Market Insights: Earnings Build; GDP Slows

A fresh wave of positive corporate earnings surprises sent markets to new record highs last week.The Dow Jones Industrial Average increased 0.40%, while the Standard & Poor’s 500 rose 1.33%. The Nasdaq Composite index picked...

Gridlock in the Supply Chain

While the world has begun to recover from the economic disruption of the COVID-19 pandemic, the delayed reaction has been felt in the supply chain. Industrial shutdowns around the world slowed production to a relative crawl, leaving...

Fed Rescues September

A funny thing happened in the investment markets the other day. September was living up to its reputation as a volatile month, but then the Federal Reserve came to the rescue.The Fed concluded its Federal Open Market Committee meeting...

401(k) Millionaires

Your workplace retirement account can play a critical role in your overall retirement strategy. However, some have gone further with the accounts than others, especially recently.CNBC reported on findings that place 401(k) accounts at...

The Fed Can't Keep a Secret

If you have a secret, don’t tell anyone at the Federal Reserve Bank. They may leak the story before you’d like.In early August, multiple regional Federal Reserve Bank presidents hit the speaking tour. They made headlines...

Distracted America

Over the last year, many have seen their lives impacted by the COVID-19 pandemic. The ways in which we work, live, and communicate have drastically changed, to say the least.It’s difficult to predict what other aspects of life...