Tag: Current Events

Race for a Vaccine

Sep 28, 2020

A U.S. drug company recently said that it’s in late-stage trials for its coronavirus vaccine and reported that it could be given to Americans as early as the end of the year. (more…)

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Home Builders Confident in Economic Rebound

Sep 25, 2020

To some, this may hardly feel like an economy headed for a bright future. But don’t tell that to home builders.

Builder confidence in August jumped to an eye-popping 78 in August, according to the Housing Market Index courtesy of the National Association of Home Builders. To put that number in perspective, anything over 50 is considered positive.1 (more…)

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Inflation on the Rise

Sep 2, 2020

Right now, many Americans are worried about their financial health due to the impact COVID-19 has had on the country. Adding to these concerns were July’s consumer prices— excluding food and energy—which rose at the highest rate in nearly 30 years. However, this jump may not be as scary as it looks on the surface. Let’s dive into inflation on the rise. (more…)

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Federal Reserve Year-Long Review Expected in September

Aug 28, 2020

Federal Reserve Building
Changes may be on the way

As many of you know, the  Open Market Committee for the Federal Reserve has eight scheduled meetings each year when the seven board members review the nation’s economic activity and set the federal funds rate’s target rate. (more…)

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What Are Stock Splits?

Aug 24, 2020

Two high-profile companies—Apple and Tesla—have announced stock splits in the past few weeks, which makes it a great time to discuss what’s involved when a company announces a stock split. (more…)

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COVID-19 and Positive Market Territory

Aug 10, 2020

Market Update
Market Update

The battle versus COVID-19 continues. The spread in some of the recent hotspots like California and Florida is slowing, while states in the Northeast and Midwest are now experiencing increases in cases. According to the World Health Organization, 27 vaccines are in human trials, and the chances of an approved vaccine by late this year or early next year are quite high. By staying on the side of scientists, and through humankind’s resolve as the entire world is working together, it’s possible to believe we will beat this latest adversary. (more…)

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Don’t Overreact in August Amidst Volatility

Aug 5, 2020

One of my favorite Wall Street quotes regarding volatility is from Mark Twain, who said:

“October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June, December, August and February.” (more…)

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Corporate Executive Insider Trading to Watch for

Aug 3, 2020

To some, the buying and selling of a company’s stock by corporate executive officers and directors can be an indicator of Wall Street sentiment.

In July 2020, the ratio of companies with executive buying compared with executive selling touched 0.27 – the lowest level in nearly 20 years.1 (more…)

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The I.R.S. Has Enhanced the 2020 RMD Waivers

Jul 29, 2020

In March, the Coronavirus Aid, Relief, and Economic Security (CARES) Act became law. It was designed to help Americans impacted by the COVID-19 pandemic.1

The new law offered investors a financial break. It gave people the option to skip required minimum distributions (RMDs) from traditional Individual Retirement Accounts (IRAs) and 401(k)-style plans in 2020. (Original owners of Roth IRAs never have to take RMDs from those accounts.)2,3 (more…)

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What is Reg BI?

Jul 20, 2020

Recently, you may have heard that financial industry regulators established a new set of rules designed to guide investors who work with an investment professional. This new set of rules is called “Regulation Best Interest” rule, known colloquially as “Reg BI.” 1 (more…)

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