New year, new goals: Help clients establish financial New Year’s Resolutions Help clients set financial resolutions. These new year financial tips and goals address saving, planning, and investing. Practice Management January 6, 2022 income planninginvesting strategiespractice managementretirement planning
Markets pressured by Omicron surge Equity markets have paused in the seasonally strong month of December, with the S&P 500® Index losing 2% last week Capital Market Impact December 20, 2021 economic growthinflationinterest ratesmarket commentary
Cycle Watch December 2021: Speed bumps don’t slow growth Inflation is this year’s grinch. Capital Market Impact December 17, 2021 inflationmarket commentary
The buy-the-dip mentality drives markets to record highs Equity markets continue to benefit from investors’ buy-the-dip mentality, as the S&P 500® Index saw its second-best week of the year last week. Capital Market Impact December 13, 2021 economic growthinflationinterest ratesmarket commentary
Markets pause as volatility spikes and sentiment collapses Equity markets struggled for the second straight week, with volatility stemming from worries about the Omicron variant Capital Market Impact December 6, 2021 economic growthinflationinterest ratesmarket commentary
Look at alternatives to seek income goals With risks rising, a 60/40 portfolio may not be able to maintain its run of double-digit returns for much longer. Capital Market Impact November 30, 2021 investing strategiesmarket commentary
Are markets setting up for year-end rally? Equity markets were mixed last week, with strength in a handful of technology names allowing a modest gain for the S&P 500® Index Capital Market Impact November 22, 2021 economic growthinflationinterest ratesmarket commentary
Cycle Watch November 2021: Supply chains hold down growth After a strong first half of the year, economic winds began to shift in Q3. Capital Market Impact November 17, 2021 market commentary
Equity markets pause, but remain near record highs Equity markets took a breather following a five-week winning streak that saw 11 record closes for the S&P 500® Index Capital Market Impact November 15, 2021 economic growthinflationinterest ratesmarket commentary
Which way forward? Not much about the current cycle has been normal. That makes planning for the path forward difficult. Capital Market Impact November 10, 2021 economic growthinvesting strategies
