Archive for Housing Market

2018 Half Time Report Now Available

2018 Half Time Report Now Available

The 2018 Half Time Report is now available in the Education Center! We know it’s a little past the halfway point this year, but we wanted to catch you up on the year so far and what’s to come for 2018. Dean talks about what’s going on in the economy and in the markets. He’ll […]

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

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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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March Markets Were Like a Rollercoaster

March markets were like a rollercoaster… And if you don’t like rollercoasters, the month of March was not much fun for you. In fact, the whole first quarter of the year wasn’t a lot of fun if you don’t enjoy ups and downs in the market. There’s not many who do. We finished the quarter […]

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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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2018 State of the Markets Now Available

2018 State of the Markets Now Available

2018 State of the Markets Now Available Welcome to the State of the Markets address. It was a very rocky month of February with a lot of things going on and many people have questions regarding the recent market fluctuations. In this State of the Markets we will be discussing what happened in 2017, what […]

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Posted in: Blog, Federal Benefits, Financial Planning, Investment Management, Market Commentary, Risk Management, World Economy, Housing Market, Federal Reserve, Inflation, Diversification

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Wage Inflation & A Volatile February

Wage Inflation & A Volatile February Welcome to our Monthly Economic Update. Well, I could be really sensational and say this is the worst February since 2009 and that’s true. However, let’s get to the point of exactly what happened in February 2018, why it happened, and what to expect. I will be releasing a […]

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

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The Best January Since 1989

Today, the day I’m writing this, is January 29, 2018 and we have a couple of days left in the month. I have some business travel this week so I’m writing this a little early. The data I’m presenting here is not going to be accurate as of the end of the month obviously, because […]

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

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2017 Year in Review & Looking Ahead at 2018

Let’s make this an annual update and talk about risk and reward. We are now far into the second longest bull market in history. I would make the argument today, that somebody who has a 60/40 equity to bond allocation has a riskier portfolio…

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

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