What the US Debt Downgrade Means for Stock and Bond Markets It’s been in the news recently that one of the three major independent organizations that evaluate creditworthiness in the US downgraded the rating from…
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July Market Commentary – The Fed Takes a Micro-Holiday
June Recap and July Outlook The Fed finally hit “pause” on interest rate increases in June after fifteen months and ten consecutive rate hikes. The “dot-plot” indicated that Fed officials think two further increases may…
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June Market Commentary – A Hot Labor Market Complicates the Fed’s Timeline
May Recap and June Outlook The debt ceiling negotiations dominated headlines throughout the month. By month end, the deal was hammered out and on its way through Congress to end up on the president’s desk…
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May Market Commentary – The End of a Fed Cycle?
April Recap and May Outlook The biggest news in the Fed’s statement after their meeting on May 3 was what it didn’t say. The Fed’s statement from March contained the language “the Committee anticipates that…
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The Yield Curve is Inverted… Should We Sell Stocks? | Ep 161
The Yield Curve is Inverted… Should We Sell Stocks? An inverted yield curve is an indicator of the possibility of a future recession, and also creates implications for investors and market participants. Currently, the U.S….
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Have Stocks Already Hit Bottom? | Ep 153
Stocks and bonds have had a terrible time this year, and many wonder if the worst is over or if the next 12 months will bring more hardship. However, although the economy faces challenges, there…
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Keeping Your Balance: Lowering Volatility and Managing Risk
Determining the right investment plan for you usually comes at the end of your financial planning process. After an extensive review of your current situation, assets, debt, income, and future goals, the final step is…
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No, the 60/40 Portfolio is Not Dead | Ep 149
Recently we’ve seen quite a few headlines that suggest that the concept of the 60/40 portfolio has run its course. However, a fair amount of pushback is caused by people adopting this concept for the…
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Here’s What Happened During the Meme Stock Rally of 2021 | Ep 146
You may recall that at the beginning of 2021, the stock prices of AMC and GameStop skyrocketed. There were numerous news articles about people driving up the prices of companies that were not otherwise exceptionally…
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Inflation, the Fed, and Recession. It’s Not Linear.
The June CPI number came in at 9.1%. This is not only the second consecutive month that we’ve seen an increase – it was a whopper. Consensus expectations were for an 8.8% annualized increase in…
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