It has been a primary downside risk for financial markets for more than a year now. But after repeatedly coming in hotter than expected in many reports so far in 2024, the latest reading on inflation surprised the markets by coming in cooler than expected on Wednesday.
The U.S. stock market got off to a bumpy start in 2024 Q2. No sooner did the calendar flip to April and the S&P 500 descended into a pullback. Over the course of the first fifteen trading days of the new quarter, the S&P 500 retreated by nearly -6%. Knowing that stock market corrections within a broader uptrend last anywhere …
There is an old adage in investing that almost everyone has heard: “Buy low and sell high.” But is there ever an instance where you would do the opposite? Obviously, the goal is always to make money on your investments, however sometimes it can make sense to sell something at a loss and receive the tax benefits. We will briefly …
A passing glance at the U.S. market might make an investor think that it’s all about technology stocks all of the time. But the S&P 500 Index is made up of eleven sectors, all with their unique and individual forces driving their returns.
A question that I see people wrestle with often is how to use their spare cash – save for retirement or pay down your debt? Like most topics, the precise answer is highly dependent on the individual and their circumstances, however there are a few things that everyone can consider when making this decision. First, what type of debt do …
The bond market sustained its latest broadside from the U.S. hot economic data warship on Thursday. Not only did the advance reading for 2024 Q1 U.S. GDP come in weaker than expected, but inflation readings also came in hotter than expected.
A question that I am frequently asked is whether it is better to make retirement account contributions on a pre-tax basis (Traditional) or a post-tax basis (Roth). The answer to this question is highly specific to each individual and their current/future earnings, however we can consider the way think through this question. For all retirement account contributions, you are going …
The long overdue correction has finally arrived. No sooner did the market peak at 5264 on the last trading day of March than the calendar flipped to the start of the second quarter and the market has been moving sustainably to the downside. Now that the correction is underway, how low can we reasonably expect the market to go? Why …
How much risk is appropriate for you to take with your investment portfolio? This is another one of those questions that is difficult to answer as it is highly specific to each individual and their unique situation. I recommend consulting with a fiduciary financial advisor that can help you answer this question for your specific circumstances. However, there are two …
I am often asked which estate planning documents are necessary vs which documents are less important. The answer is very specific to each person’s individual situation; however I can share a few basic portions of a well rounded estate plan below. This list is not exhaustive and I would recommend consulting with an advisor or an Estate Planning attorney regarding …
