Updates

Even though tax filing season is well under way, there is still time to make a contribution for 2021 to a Traditional or Roth IRA until Monday, April 18th, 2022. You can contribute up to $6,000 for 2021 or $7,000 if you were age 50 or older on or before December 31, 2021. Important Reminders…

March 1, 2022 Investors have been on a bumpy ride as both domestic and emerging markets have seen continued volatility over the past few months. February was no exception with the broad-market S&P 500 dipping into its first 10% correction in almost two years as geopolitical tensions intensified. The last week of February brought the…

February 1, 2022 Volatility was the trend for domestic and foreign equity markets in January, as well as the domestic bond market, albeit to a lesser extent. The broad-market S&P 500 flirted with a 10% pullback, for example. The ups and downs in the domestic equity indices stabilized briefly ahead of the Federal Reserve’s (Fed’s)…

January 5, 2021 While the traditional end-of-year Santa Claus equity rally may not have been as pronounced as we typically see, it may have just come early. Thus far, we’ve seen both the Dow Jones Industrial Average and the S&P 500 notch new highs in December with underlying market sectors firmly in the green. Despite…

December 1, 2021 Even as many families in the United States gathered to celebrate what felt like a more normal Thanksgiving holiday – complete with traditional feasts – there was fresh evidence the pandemic will provide us with more to digest. Positive fundamentals and supportive seasonality propelled the equity markets to record highs during the…

November 1, 2021 The major domestic equity indices climbed steadily through October, a confident step forward from September’s stumble even as supply issues created intermittent voids on supermarket shelves and broad patches of uncovered tarmac at car dealerships. Strong corporate earnings reports set the stage at the start of the month, and the release of…

October 1, 2021 Markets prefer clarity – or at least as close a facsimile as they can get. Since the start of the pandemic, we’ve seen how markets can push through uncertainty, up to a certain point. September, however, brought a stack of compounding uncertainties, combining to end the S&P 500’s seven-month streak. To understand…

September 1, 2021 Record-setting earnings, official FDA approval of the Pfizer vaccine and anticipation that booster shots will begin in September helped drive equity markets steadily higher in August. The S&P 500 index, a common measure for U.S. large-cap performance, reached 12 highs during the month on its way to gains of roughly 3%. Since…

August 2, 2021 As the major domestic equity indices continued to mark new highs through July, they provided an example of how dueling narratives can both be true while the forward-looking market produces a clearly positive result. In this case, optimism bolstered by a broad selection of economic data and sentiment – gross domestic product…