As we all settle into a new normal, we hope you and your loved ones are well. Isn’t that really what investing is about? It’s about storing up for the future to provide for ourselves and those we care for, or maybe a charitable cause or a personal … [Read more...]
FAQ: the Volatility of Oil
Given the recent extreme volatility of oil prices, we’ve put together a FAQ list to help you stay informed. How does oil trade? Crude oil trades in futures contracts, which means buyers are contracting to buy oil in-kind and accept delivery. … [Read more...]
The CARES Act: How does it affect retirement plans and IRAs?
On Friday, March 27, 2020, Congress passed the Coronavirus Aid, Relief, and Economic Security Act (CARES), which President Trump signed into law. This act will provide significant relief to both individuals and businesses as they manage the current … [Read more...]
Focus on what you can control
On March 11th, 2020, the Dow Jones Industrial Average entered bear market territory for the first time in 11 years, followed by the S&P 500 and the Nasdaq the next day. A bear market is defined as a sustained period of downward trending stock … [Read more...]
Coronavirus Fears Drive Markets Lower – Assessing the Recent Market Selloff
On Monday, February 24, global equity markets sank more than three percent on renewed coronavirus (COVID-19) fears, following reports of a surge in cases in Italy, South Korea and Iran. The S&P 500 Index, which had hit a record high the week … [Read more...]
2019 Commentary: Maintaining course in uncertain times
At the end of 2018, we encouraged investors to stay disciplined and stay invested with the reminder that over time, cash is the worst performing asset class. While we weren’t specifically predicting it for 2019, cash returned to its place at the … [Read more...]
SECURE Act – How are you affected?
With the passing of the SECURE (Setting Every Community Up for Retirement Enhancement) Act at the end of December, you may be asking how or if this impacts your financial plan. A few of the bigger changes are highlighted below. Delays RMD age … [Read more...]
Gold: Setting the record straight
Upon rising nearly 20 percent over the past 12 months, gold prices are making headlines and sparking intrigue among investors. While investors may be tempted to associate increased equity volatility (as measured by the VIX Index) to gold’s recent … [Read more...]
Market Commentary | Third Quarter 2019
Headline-driven volatility characterized the third quarter of 2019, with bonds posting higher gains than equities1. The S&P 500 was up 1.7% for the quarter, and bonds1 were up 2.27%. Ups... The Federal Reserve cut interest rates twice … [Read more...]
What do tariffs mean for my investments?
The stock market has seen both positive and negative volatility over the past few weeks as headlines have focused on trade tariff announcements between the United States and China. While this has been a recurring theme throughout 2018 and 2019, … [Read more...]
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