Tag: Investing

America’s Economy Recovering from COVID

Jun 9, 2021

With COVID, there were some who believed that progress on this health issue was a necessary precondition to economic recovery.

In recent weeks, we have seen some promising trends emerge on the health front. The CDC is reporting the provision of 295 million vaccinations; 51% of Americans have had at least one injection.1 (more…)

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Inflation Outlook for 2021

May 31, 2021

As our nation continues to recover from the effects of COVID-19, one economic trend has been capturing news attention as of late – inflation. Consumer prices are rising amidst economic recovery. In fact, the Consumer Price Index (CPI) rose 0.8% in April 2021, jumping by a greater-than-expected 4.2% year-over-year.1 (more…)

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The Fed’s Taper Rehearsal

May 24, 2021

The Federal Open Market Committee (FOMC) released the minutes of its April meeting last week. The report suggested that should the economy continue to make progress, it may be time to adjust the pace of the Fed’s monthly bond purchase program.1 (more…)

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Inflation Can Be a Scary Word

May 21, 2021

Inflation can be a scary word for people who are retired. It’s code for “prices are going up, but my income may stay the same.” (more…)

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Buffett and Powell Talk Inflation

May 10, 2021

The Oracle of Omaha and the Fed Chair seem to be at odds

What does it mean when two of the most powerful voices in American financial life seem to be saying two different things?

In one corner, we have the “Oracle of Omaha,” investor Warren Buffett. As one of the nation’s richest people and most frequently sought opinions on business matters, he’s a voice that gets a great deal of attention. He says that prices are going up. (more…)

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Green Shoots in the Economy

Apr 23, 2021

Investors looking for “green shoots” to confirm that the economy is on the mend have seen plenty of examples in recent weeks. (more…)

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The Whims of Wall Street

Apr 19, 2021

Wall Street Sign American Flag
What to know about shifting market attention, and investor burnout

It can be exhausting trying to keep up with the whims of Wall Street. Lately, the financial markets have been fixated on federal taxes and what may be proposed on Capitol Hill in the weeks and months ahead. Wall Street’s focus on taxes closely follows its attention on the 10-year Treasury yield. And it wasn’t that long ago that the financial markets were influenced by reopening and vaccine distribution statistics. (more…)

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Inflation Boogeyman

Apr 8, 2021

Inflation has emerged as one of the top financial concerns for investors as they size up the economy for the rest of the year.

According to research by Deutsche Bank, Google searches for “inflation” are rising rapidly and recently hit a peak not seen since the tracking began 13 years ago. (more…)

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Volatility Tests Your Mettle

Mar 15, 2021

Reflecting on Stock Market Volatility
Some changes may be unsettling

Most people understand that stock prices don’t go straight up. But when market volatility increases, the price action can test the mettle of even the most seasoned investor.

In recent weeks, stock prices have trended lower with a few eye-popping, one-day rallies as the financial markets appear to adjust to higher interest rates on long-term Treasuries. Since the beginning of the year, we’ve seen a jump in the yield of the 10-year treasury. (more…)

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Economic Predictions: What Lies Ahead?

Feb 17, 2021

It can be easy to overlook the nation’s solid economic fundamentals when the financial media splashes stories every day about an army of amateur traders, short-selling mania, and initial public offerings (IPOs) that double in price on the first day of trading.

But a recent survey by The Wall Street Journal showed just how upbeat economists are about 2021.1

Here’s a quick summary of the highlights. (more…)

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More Insights

Apr 24, 2024

A thoughtful retirement strategy may help you pursue your many retirement goals. That strategy must consider many factors, and here are just a few: your income needs, the order of your withdrawals from taxable and tax-advantaged retirement accounts, the income tax implications of those withdrawals, and sequence of return risk.

Apr 22, 2024

Losing a spouse is a stressful transition. And the added pressure of having to settle the estate and organize finances can be overwhelming. Fortunately, there are steps you can take to make dealing with these matters less difficult.

Apr 19, 2024

Ever hear of critical illness insurance? This isn’t standard-issue disability insurance, but a cousin of sorts. With people living longer, it is a risk management option entering more people’s lives.

Apr 17, 2024

Following Iran’s missile and drone strikes on Israel over the weekend and the apparent escalation likely in any Israeli response, stocks fell sharply during Monday’s trading session. We examine the latest developments in the Middle East conflict, how stocks have reacted historically to geopolitical events, and the possible impact on markets moving forward.

Apr 15, 2024

Did you buy U.S. Savings Bonds decades ago? Or did your parents or grandparents purchase them for you? If they’re collecting dust in a drawer, you may want to take a look at them to see if any of your bonds have matured. If your bonds have matured, that means they are no longer earning … Continue reading “How US Savings Bonds Work”

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