Stay on top of the market
Every quarter we bring you timely insight on the economy and markets to help you on your path to and through retirement.
Stay on top of the market
Check here for quarterly market updates.
Quarterly Market Updates
Market & Economic Update | April 2020
The coronavirus pandemic caused the fastest bear market ever – down 32% in just four weeks. Sheltering in place and social distancing will bend the curve of the virus, but it will also result in a recession, massive unemployment and economic hardship.
Market & Economic Update | March 2020
What’s going on in the market & economy? We are talking about what’s driving the markets, what’s driving the economy and as a result, what’s driving your portfolio! In the short-run, valuations are stretched, investors have become complacent, and sentiment has gotten overly positive – which could lead to a pullback.
Market & Economic Update | February 2020
What’s going on in the market & economy? We are talking about what’s driving the markets, what’s driving the economy and as a result, what’s driving your portfolio! In the short-run, valuations are stretched, investors have become complacent, and sentiment has gotten overly positive – which could lead to a pullback.
Market & Economic Update | January 2020
What’s going on in the market & economy? We are talking about what’s driving the markets, what’s driving the economy and as a result, what’s driving your portfolio! We are in the midst of possibly the strongest economic cycle in our lifetime!
Market & Economic Outlook | December 2019
What’s going on in the market & economy? We are talking about what’s driving the markets, what’s driving the economy and as a result, what’s driving your portfolio!
Market & Economic Outlook | November 2019
What’s going on in the market & economy? We are talking about what’s driving the markets, what’s driving the economy and as a result, what’s driving your portfolio!
Market & Economic Outlook | October 2019
The market was rocked in early October by some negative news! So what the heck is going on in the market & economy? We are talking about what’s driving the markets, what’s driving the economy and as a result, what’s driving your portfolio!
Market & Economic Outlook | September 2019
Find out in this month’s Market & Economic Outlook, why stocks retreated in mid-August and why fears of a recession grew! We’ll also take a look at your portfolio and several areas that we are emphasizing.
Market & Economic Outlook | August 2019
It’s the race to zero! Interest rates are falling around the world and we expect further declines in the months to come. Dave and Ashley are summarizing what is going on in the markets and bringing it together for you!
Market & Economic Outlook | July 2019
The trade tensions that escalated in May were the big reason the market went down. They reversed course in June and now we’ve hit all time highs here in early July! Today, Dave’s going to talk about the turnaround in the stock market.
Market & Economic Outlook | June 2019
We were very excited because there’s a lot of interesting events that have happened in the stock market and the economy in the last month or so. May of 2019 was a wild ride for stocks and stocks have quickly reversed course so far in June.
Market & Economic Outlook | May 2019
This month’s newsletter starts off with an update on the economy and the stock market. Stocks climbed to new all-time highs in late April as investors celebrated solid earnings reports and renewed optimism about continued growth of the U.S. economy.
