KROST Wealth Monthly Economic Update: October 2021

October 11, 2021By Phil Clark, CPWA®,CFP®

In this month’s recap: Stocks hit some turbulence, turning cautious amid slowing economic growth, and policy debate in Washington. Presented by Philip Clark, CFP®, CPWA®, October 2021 U.S. Markets The stock market hit a pocket of turbulence in September, with investors turning cautious amid Delta variant infections, slowing economic growth and ongoing policy debate in Washington. Read the full article…

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…

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…

KROST Wealth Management Monthly Economic Update: April 2021

April 12, 2021By Phil Clark, CPWA®,CFP®

In this month’s recap: Stocks posted solid gains due to improving economic conditions and widening vaccination programs. However, tech and high-growth stocks played a limited role in the rally. Presented by Philip Clark, CFP®, CPWA®, April 2021 U.S. Markets Improved economic conditions and broadened vaccine programs ignited a broad stock market rally, though rising treasury yields Read the full article…

KROST Wealth Monthly Economic Update: March 2021

March 15, 2021By Phil Clark, CPWA®,CFP®

In this month’s recap: The burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks. Presented by Philip Clark, CFP®, CPWA®, March 2021 U.S. Markets Stocks notched a solid gain in February thanks to growing optimism surrounding the economic recovery and decreasing number of COVID-19 infections. The Dow Jones Industrial Average led, picking up 3.17 Read the full article…