Enrolling In Medicare - Do's & Don'ts
It Too Late To Buy Real Estate in 2022?
Money Supply: The Real Cause of 2021 Inflation
Business Owners: Get Clarity On Your Exit Strategy
Critical Ages For Retirement Planning
Retirement Rules of Thumb You Should Ignore
Grandparent-Owned 529 College Savings Plans
How To Get The Most Benefit From Your 401k Plan
The Problem With Financial Experts
Monthly Market Updates
Stocks continued to climb a wall of worry in the first half of 2023. The S&P 500 was up nearly 16% this year at the close of the second quarter, and the Dow Jones Industrial Average has climbed 3.8% this year, despite soft economic data, prominent bank failures, fears about the debt ceiling, and continued worries about an imminent recession.
Stocks rallied sharply to start the year as inflation subsided and investors grew increasingly confident that the Federal Reserve was nearly done raising interest rates.
2022 will go down in history as one of the worst years for both stocks and bonds ever
Stocks and bonds are having their worst 6-month start to a calendar year in decades.
The central concern, at least for Americans, is the current state of inflation and how our leaders plan to address it.
We remain optimistic about 2022, but we expect more muted returns on stocks and a challenging year for bonds…
Stocks continued to climb in the second quarter finishing up 8.2% as Covid-19 cases plunged 96% and almost 70% of U.S. adults got vaccinated. While concerns about the Covid Delta variant and inflation have investors on edge, the stock market performance in 2021 remains strong…
Stocks climbed over 5% in the first quarter as new COVID-19 cases dropped dramatically (down over 75% from the previous six-week period), vaccinations became widespread (181 million doses delivered and over 93.6 million having received their first shot), and the economy kicked into high gear.
Stocks have been on a tear since the election. From November 3rd through February 10th, stocks have risen 13.5%. That’s the best market performance by any first-term President going back to World War II, for this time frame.
The S&P 500 Index ended 2020 at an all-time high, gaining +16.3% for the calendar year. That is remarkable given the fact we went into a very deep recession earlier in the year.