Despite some inflation worries, markets soared in Q1, driven by optimism about growth and future interest rate cuts.1 Will stocks continue to rise? Is that predicted recession still coming? Let’s take a look at what happened in Q1 and what might happen next.How… Read More
Fear, that unpleasant emotion caused by a belief that something is going to happen to cause pain, is ever present in the investment world. The key words here are ’emotion’ and ‘belief,’ and they lead to ill-timed investment decisions. Download Full-Size PDF: Click Here On-The-Mark-Fear-of-Markets-April-2024
The Setting Every Community Up for Retirement Enhancement (Secure) Act of 2019 upended the withdrawal and taxation rules for inherited individual retirement accounts for most non-spousal beneficiaries. Most dramatically, the Secure Act established a 10-year rule for withdrawing from inherited IRAs that eliminated the popular, but at times controversial, ability to “stretch” inherited IRAs for these beneficiaries.… Read More
The Federal Reserve has been in the headlines a lot lately as analysts try to figure out when policymakers will cut interest rates. Why does the Fed matter so much?Let’s discuss.(Not interested in a quick econ lesson? I’ve got you covered.… Read More
Curious how the 2024 election will affect the stock market?How are you feeling about this year’s elections?If the thought of it makes your heart beat faster––you’re not alone.Most United States residents across party lines experience major stress around presidential elections.1And recently, that stress has skyrocketed.In… Read More
Market Rollercoaster The S&P 500 broke the 5,000 level recently for the first time in history as investors embraced euphoria and rallied.1 And then tumbled as investors got jittery.2 Then yo-yo’d a bit more. What’s going on? Let’s talk about investor psychology.… Read More
Markets finished the year strong, with positive returns across most major asset classes in December. Investors reactedpositively to the Federal Reserve’s dovish comments regarding monetary policy, with interest rate cuts potentially comingsooner in 2024 rather than later. Download Full-Size PDF: Click Here December-monthlymarketreview-2023 q
After a brutal 2022, investors were delighted in 2023 as markets were driven higher by a stronger-than-expected economy, falling inflation, and light at the end of the tunnel with respect to the Federal Reserve’s interest rate hiking cycle. Download Full-Size PDF: Click Here Q4_2023_Quarterly_Market_Review q
2023 stands in sharp contrast to 2022. In 2022, stocks and bonds declined by double digits. Investor sentiment suggested more of the same for 2023. Download Full-Size PDF: Click Here On-The-Mark-December-2023_-Three-Surprises-in-2023-1
Make your annual review more efficient and productive to improve next year When you work with a financial advisor, then you know how important the year-end review is to the financial planning process. And given that you should be scheduling your year-end review this month, let’s review how you can best prepare.… Read More