In this month’s recap: Stocks rally as early data suggests the health impact of Omicron was less severe than initially feared. Presented by Philip Clark, CPWA®,CFP®, CLU®, January 2022 U.S. Markets Stocks rallied in December as early data suggested that the health impact of the Omicron variant was less severe than initially feared. The Dow Jones Read the full article…
In this quarter’s letter, I keep thinking about the difference between familiar and normal. In so many areas of our lives, the normal has given way to the familiar. What was once not normal has become familiar, ie. wearing masks, schools and restaurants closing, hand-washing stations. Also, the opposite is true that what was once normal Read the full article…
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…
In this month’s recap: Stocks rallied, fueled by an improving labor market, strong corporate earnings, and clarity on Fed tapering plans. Presented by Philip Clark, CFP®, CPWA®, September 2021 U.S. Markets Signs of an improving labor market, strong corporate earnings, and more clarity from the Fed on its tapering plans propelled stocks to multiple record highs Read the full article…
In this month’s recap: Stocks notched a solid gain as investors looked past higher inflation and new COVID-19 cases. Presented by Philip Clark, CFP®, CPWA®, August 2021 U.S. Markets Last month, the stock market posted a solid gain, overcoming investors’ fears of higher inflation and an increase in COVID-19 cases. The Dow Jones Industrial Average picked Read the full article…
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…
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…
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…
In this month’s recap: Stocks notched a solid gain, fueled by a succession of positive economic reports and a strong start to the first-quarter earnings season. Presented by Philip Clark, CFP®, CPWA®, May 2021 U.S. Markets A succession of robust economic reports and a healthy start to the corporate earnings season helped spark an April rally Read the full article…
Many times, I sit down and write these letters with a clear understanding of what items I want to cover because they are newsworthy or something remarkable has happened. This is not one of those times. Compared to last year at this time, this letter would be about as boring as they get. No massive Read the full article…
