Quarterly Client Letter – Q2 2021

July 29, 2021By Phil Clark, CPWA®,CFP®

The three horsemen of the retirement apocalypse. Dramatic, yes.  Accurate, yes. Scary, maybe. I consider the most significant risks to a healthy and well-planned retirement: Low-Interest Rates Inflation Healthcare Costs The 2nd quarter of 2021 was marked with expansive growth in both GDP and, more importantly, inflation.  As communicated in the Quarterly Economic Update, “According Read the full article…

Quarterly Economic Update – Q2 2021

July 29, 2021By Phil Clark, CPWA®,CFP®

In this Q2 recap: U.S. economic growth strong as reopening widens. Europe’s recovery picks up steam; Stocks reach new record highs, face new interest rate and inflation landscape. A review of Q2 2021, season, presented by Philip Clark, CFP®, CPWA®, July 2021 THE QUARTER IN BRIEF The second quarter began by building on the first-quarter’s gains, Read the full article…

KROST Wealth Management Monthly Economic Update: July 2021

July 13, 2021By Phil Clark, CPWA®,CFP®

In this month’s recap: Stocks moved higher as investors looked past accelerating inflation and the Fed’s pivot on monetary policy.Presented by Philip Clark, CFP®, CPWA®, July 2021 U.S. Markets Stocks moved higher last month as investors looked past accelerating inflation and the Fed’s pivot on monetary policy. The Dow Jones Industrial Average slipped 0.07 percent, but Read the full article…

KROST Wealth Management Monthly Economic Update: June 2021

June 7, 2021By Phil Clark, CPWA®,CFP®

In this month’s recap: Stocks traded in a narrow range as technology and other high-valuation companies were under selling pressure.Presented by Philip Clark, CFP®, CPWA®, June 2021 U.S. Markets Stocks traded in a narrow range in May, with technology and other high-valuation companies under selling pressure. The Dow Jones Industrial Average gained 1.93 percent while the Read the full article…