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Security
by Paul Broughton It’s mid-October which means fall football, playoff baseball, and beautiful fall scenery.  This fall, however, financial markets still seem to be experiencing above average amounts of uncertainty due to ongoing trade disputes and concerns over slowing economic growth.  And, quietly and somewhat reluctantly, the Federal Reserve Bank has increased its monetary accommodation and...
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by Jeff Deiss CFP, AEP, Wealth Advisor It’s that time of year when Medicare beneficiaries receive a barrage of television ads and mail regarding the fall annual election period (AEP).   Many aren’t sure whether the election period applies to them or if they need to take any action.  AEP runs from October 15 to December 7 each...
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by Jeff Deiss CFP, AEP, Wealth Advisor A colleague of mine made a statement years ago that I never forget.  He said, “I don’t know why investors are so focused on beating the S&P 500.  You can’t retire on the S&P!” I’ve thought about his statement ever since.  In fact, it’s difficult for me to avoid. ...
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by Randall Coleman, CFA Portfolio Manager, CFA Hi. My name is Randall and I am an addict: I ride my bicycle long distances. I’m not one to brag, but most people that I know agree that riding a bike 200 miles in a single day qualifies as a “long-distance endurance event.” I completed my 64th...
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by Kevin Kern Managing Partner In the Spring of 2018, the S&P 500® was trading at a forward P/E of 17.3X. The stock market was a little rich in valuation but arguably warranted as earnings were still trending upward and employment surging. At that time we took a look at our private account valuations in...
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by David Ruff CFA, Global Portfolio Manager The short answer is no. While the confrontation may worsen and possibly include Chinese army involvement, these kinds of protests rarely lead to economic stagnation and failure.  Paradoxically, many of these kinds of violent demonstrations in other parts of Asia have helped bring political reform and improved economies.  Thailand,...
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by Dr. Charles Lieberman Chief Investment Officer Analysts describe investors as “Twitchy,” Skittish,” and “Anxious.”  It is impossible to read a financial publication without being informed that inverted yield curves signal recession.  The decline in yields on Treasuries is commonly taken as the market anticipating or preparing for a recession.  The trade war is taken as...
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by Jeff Deiss CFP, AEP, Wealth Advisor With kids home from school and summer jobs on their minds, we thought we’d share some info on how you can provide some additional financial motivation and perhaps give them a bit of an education at the same time. You can open a Roth IRA in the name of...
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by Dr. JoAnne Feeney Portfolio Manager Nearly half of the S&P 500 companies have now reported results for last quarter and the vast majority of them are beating expectations. This is not as good as it sounds. Expectations were low to begin with and those “beats” continue to point to another quarter of lower earnings, relative...
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by Kevin Kelly Portfolio Manager While fixed-income investors have enjoyed relatively strong returns in the first half of 2019 after a tough 4Q18, most are likely trying now to handle lower interest rates and very tight credit spreads. As a reminder, the credit spread is the incremental yield an investor demands on a corporate bond versus...
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