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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 Outlook | April 2019

Market & Economic Outlook | April 2019

This month’s newsletter starts off with an update on the economy and the stock market – stocks reached their high in early April, we are seeing stronger economic growth from China and the IPO market is expected to be red hot in 2019. We then move on to looking at several areas that we are emphasizing in our client’s portfolio’s.

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Newsletter | October 2018

Newsletter | October 2018

This month’s newsletter starts off with an update on the economy and the stock market. We then move on to climbing interest rates, seismic shifts towards value investing, expected holiday sales, oil prices and an example of patience paying off.

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Newsletter | August 2018

Newsletter | August 2018

This month’s newsletter starts off with an update on the economy and the stock market.  We then move on to the exciting innovations we’re in the midst of today, the shrinking supply of stocks, and something you should pay attention to in your portfolio – allocation drift. Finally, we wrap up with a discussion on fiduciaries and why you should care. 

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Newsletter | July 2018 | Firing On All Cylinders

Newsletter | July 2018 | Firing On All Cylinders

This month’s newsletter starts off with an update on the economy and the stock market.  We then move on to booming IPO activity in the U.S., the expected impact of the brewing trade war, and some stats on social security. Finally, we wrap up with a discussion of mounting inflationary pressures and what that could mean for markets and the economy.

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