Q3 Stock Market Recap

q3 2021 stock recap-100

In this Q3 recap: U.S. economic growth slows in the face of Delta variant headwind. Europe’s economic outlook remains positive. Stocks retreat from record highs; confront a bevy of challenges. Overcoming rising Delta variant infections, a slowing economic expansion, and growing inflation worries, stocks raced higher through the course of the first two months of the third quarter, propelled by … Read More

Q2 Stock Market Recap [2021]

q2 econ update

In this Q2 recap: U.S. economic growth strong as reopening widens. Europe’s recovery picks up steam; Stocks reach new record highs, face new interest rate and inflation landscape. The second quarter began by building on the first-quarter’s gains, with stretches of sideways trading and incremental increases that led to multiple record highs over the course of the three months. Encouraging … Read More

Are You Ready for the Second Act of the S.E.C.U.R.E. Act?

secure act

Some potential benefits of the Securing a Strong Retirement Act. Recently, you may have seen headlines regarding the Securing a Strong Retirement Act, also referred to as the second version of the SECURE Act, or SECURE Act 2.0. As the bill moves from the House of Representatives to the Senate, many hopeful investors are anticipating further retirement support as the … Read More

Q1 Stock Market Recap [2021]

q1 2021 stock recap

In this Q1 recap: U.S. economic growth gains traction as vaccination rollout picks up speed; Stocks higher, but questions about where they go from here linger. The first quarter started on a bumpy note as investors grappled with a slow national vaccination rollout, political uncertainty, and worries that the economic recovery may take longer than anticipated. Sentiment turned more positive, … Read More

To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

bitcoin

Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no paper notes or metal coins are involved. No central bank issues the currency, and no regulator or nation state … Read More

Stock Market Review 2020: Looking Back on an Unprecedented Year

2020 stock review

The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that were historically unprecedented. But the year also demonstrated the resilience of people, institutions, and financial markets. The novel coronavirus was already in the news early in the year, and concerns grew as more countries began reporting their first cases … Read More

Q4 Stock Market Recap

q4 stock market report

In this Q4 recap: the appearance of two COVID-19 vaccines gives businesses and consumers hope and lifts stocks; U.S. lawmakers approve a second financial stimulus; European negotiators sign off on a post-Brexit trade deal. On Wall Street, the fourth quarter’s biggest development had everything to do with science and medicine. In November, news that two vaccines had been highly effective … Read More

November Market Report

november 2020 stock recap

In this month’s recap: Stock prices powered higher and energized investors thanks to a month-long succession of positive news events. U.S. Markets Stock prices powered higher and emboldened investors in November thanks to a series of positive news events. The Dow Jones Industrial Average, which has lagged much of the year, led the rally, jumping 11.84 percent. The Standard & … Read More

Interest Rates and Your Mortgage: What You Need to Know

interest rates

With the Federal Reserve keeping interest rates at or near zero, you may wonder about your mortgage. Is it a good time to refinance or even pay off the debt entirely? After all, your mortgage is one of the biggest expenses you may have in life, so why not rid yourself of that debt as soon as possible?1 Not so … Read More

Midterm Elections—What Do They Mean for Markets?

midterm elections stock returns

It’s almost Election Day in the US once again. While the outcomes of the elections are uncertain, one thing we can count on is that plenty of opinions and prognostications will be floated in the days to come. In financial circles, this will almost assuredly include any potential for perceived impact on markets. But should long-term investors focus on midterm … Read More