Author Archive

The Worst December Since the 1930s

Welcome to the Monthly Economic Update, it’s January 4, 2019 as of writing this article and what an absolute wild ride it’s been over the last quarter. In the last Monthly Economic Update in early December we were hoping for some sort of a Santa Claus rally and, of course, everything fell apart. The Worst […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Market Commentary, Monthly Economic Update, World Economy, Federal Reserve

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IRA New Year’s Resolutions

IRA New Year’s Resolutions

The New Year is here, and you may be thinking about an array of resolutions you have for 2019. This year, we want to encourage you to really pay attention to your IRA (Individual Retirement Account) and leave no stone unturned. Here are some steps you should take to help make sure that everything is […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Tax Planning, IRA, 401(k)

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What’s Causing the Negativity?

Welcome to the Monthly Economic Update, it’s December 5, 2018 as of writing this article and the markets are closed today. December 4th was an extremely poor day in the market. I want to talk today about all of the volatility that’s going on, what we think about it, and what it means to your […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Market Commentary, Risk Management, Monthly Economic Update

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Was this October Signaling the Next Bear Market?

This last month has been a pretty typical October. Two of the last three major bear markets have begun in the month of October and so many people are asking, “Was this October the signal of the next bear market to come?” It’s October 31st as of writing this and we’re going to talk about […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Market Commentary, Monthly Economic Update, World Economy, Federal Reserve

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Strong Economy & Interest Rate Effects

It’s October 3rd as of writing this, and we’re officially into Fall. It’s been a hot summer for the markets with most of the major indices trading at record highs, with a few exceptions. The economy continues to do extremely well with unemployment low and more job openings than unemployed people. Housing still remains extremely […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Market Commentary, Risk Management, Monthly Economic Update, World Economy, Federal Reserve

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Interest Rates & the Stock Market

Monthly Economic Update August 2018 Welcome to the Monthly Economic Update, as of writing this it is August 28, 2018 so the data we will be covering will be through August 27, 2018. We’ll go over what’s gone on in the last four or five weeks and what we anticipate is coming for the balance […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Market Commentary, Risk Management, Monthly Economic Update, Federal Reserve

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Volatility & July GDP

Welcome to the Monthly Economic Update, I hope everyone had a great month and spent some time with their families. Summer is one my favorite times of the year because of the time I get to spend with my family. We had some interesting things transpire in the month of July, but I want to […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Market Commentary, Monthly Economic Update, World Economy, Housing Market, Federal Reserve, Quarterly Financial Update

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Interest Rates & Trade Wars

Interest Rates & Trade Wars Welcome to the Monthly Economic Update for the month of June 2018. It’s June 27th as of the day I’m writing this article. I’m getting ready for a family break here for the 4th of July holiday. Today, the stock market reversed a 285-point gain and as of this writing […]

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Posted in: Blog, Financial Planning, Investment Management, Market Commentary, Monthly Economic Update, World Economy, Housing Market, Federal Reserve, Inflation

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How Interest Rates & Valuations are Affecting the Markets

Welcome to the Monthly Economic Update, we’re not quite at the end of the month yet it’s May 24, 2018 as I write this so the data I use today is up through May 24th. As of today, the markets are down pretty substantially with President Trump writing a letter to Kim Jong-un putting the […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Market Commentary, Monthly Economic Update, World Economy, Housing Market, Federal Reserve, Inflation

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What is Causing All of the Volatility?

Welcome to the Monthly Economic Update, it’s May 1st as of writing this article so welcome to spring! I want to do a few things today. I want to talk about what is causing all of the volatility so far this year, what happened in April, and then I’ll give my outlook for the balance […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Market Commentary, Risk Management, Monthly Economic Update, Housing Market, Federal Reserve, Inflation

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