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Q3 2019: Quarterly Review

A shorter and more volatile news cycle will likely continue to whipsaw markets and investors’ emotions. What are the issues...

The True Value of Financial Advice

Have you been to a financial services conference lately? Then you know that the tectonic force shaking our industry is...

Planning: How the Tariff Showdown Impacts the Markets

The tariff showdown between the U.S. and China took main stage during Q2. In this issue of Focus, our team...

Markets Continue to Focus on Trade Issues

It was a week when politics tended to overshadow economics, with stocks selling off and U.S. Treasuries rallying.  The S&P...

Markets Down Slightly as China Trade Dispute Continues

Hopes for a quick resolution to the China trade dispute faded this past week, and the market had to come...

Trade Dispute with China Dominates Markets

The trade dispute with China dominated markets during the week, beginning with President Trump’s Sunday night tweet announcing plans to...

Fed Continues Its Wait and See Approach

April jobs numbers came out well above economists’ estimates, bringing the jobless rate to a 49-year low at 3.6%. The...

GDP Surprises, Up 3.2% in 1Q

The U.S. Commerce Department reported first-quarter GDP on Friday, and it was a pleasant surprise, up 3.2% compared to expectations...

Planning: Because the World Keeps Spinning

In many ways, the old-school merry-go-round is like the markets. A goals-based investment strategy can help you in selecting a...

Jobless Numbers Stay Near 50-year Low

Stocks saw modest returns last week as earnings season kicked into high gear. The S&P 500 closed in on earlier...

Earnings Season Kicks Off With the Big Banks

Earnings season kicked into high gear last week with the first reports from the big banks, J.P. Morgan and Wells...

Good Jobs Numbers Show Growth Likely to Continue

It was a good week for global stocks, jumpstarted by news of better-than-expected Purchasing Manager Index (PMI) numbers out of...

S&P 500 Rises to End the Quarter

Stocks ended the week on an up note, capping an impressive quarter that saw the S&P 500 index climb 13%,...

Stocks Take a Breather

Friday was a tough day for stocks as concerns over global growth overcame a decision by the U.S. Federal Reserve...

Stocks Bounce Back, Market Awaits Fed

It was a bounce-back week for stocks with the S&P 500 climbing 3% and global equities hitting a four-month high....

Bull Market Hits 10th Anniversary

The bull market turned 10 on Saturday at the end of a week that was generally negative for stocks.  Friday’s...
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