Are Good Times Gone for Growth Stocks? January 21, 2022 Weekly Update bonds, federal reserve, financial planning, inflation, interest rates, stocks, Weekly Update Tech has taken a drubbing of late as traders have switched allegiances from growth stocks to value stocks. The tech-heavy NASDAQ composite index careened into correction territory on Wednesday—down 10% from its November high—before dipping another 1.3% on Thursday. The pain is explained primarily by expectations. With multiple interest-rate rises, slower growth … Read More keyboard_arrow_right
Welcome to Inflation Nation January 18, 2022 Weekly Update federal reserve, financial planning, inflation, interest rates, Omicron, stocks, supply, Weekly Update The media caterwauling was loud indeed following the week’s consumer price index (CPI) reveal. Prices paid by consumers increased 7.0% year-over-year in December—the highest 12-month inflation rate since June 1982. Strip out food and energy prices, which tend to be more volatile, and costs to consumers rose 5.5%—the most in 30 years. … Read More keyboard_arrow_right
Welcome to Inflation Nation January 14, 2022 Weekly Update federal reserve, financial planning, inflation, interest rates, Omicron, stocks, supply, Weekly Update The media caterwauling was loud indeed following the week’s consumer price index (CPI) reveal. Prices paid by consumers increased 7.0% year-over-year in December—the highest 12-month inflation rate since June 1982. Strip out food and energy prices, which tend to be more volatile, and costs to consumers rose 5.5%—the most in 30 years. … Read More keyboard_arrow_right
Bond Outlook 2022 January 11, 2022 Bonds bonds, inflation, managed bonds by Chris Keith, Senior Vice President, Fixed Income Manager 2021 Bond Market in Review Before we get to our bond market outlook for 2022, let’s look back on 2021. The year kicked off with a challenging Q1 for bond investors. Bonds battled back with positive … Read More keyboard_arrow_right
Bumpy Beginning to a New Year January 10, 2022 Weekly Update federal reserve, financial planning, inflation, interest rates, Omicron, stocks, Weekly Update Well, that was fun while it lasted. Stocks surged out of the gate on Monday, with the Dow Jones Industrial Average and the S&P 500 hitting records to ring in the first trading day of the new year. Then came the midweek release of the Federal Reserve’s minutes from its December meeting, … Read More keyboard_arrow_right
Bumpy Beginning to a New Year January 7, 2022 Weekly Update federal reserve, financial planning, inflation, interest rates, jobs, Omicron, stocks, supply, Weekly Update Well, that was fun while it lasted. Stocks surged out of the gate on Monday, with the Dow Jones Industrial Average and the S&P 500 hitting records to ring in the first trading day of the new year. Then came the midweek release of the Federal Reserve’s minutes from its December meeting, … Read More keyboard_arrow_right
2021’s Biggest Market Themes and What They Mean January 3, 2022 Weekly Update China, coronavirus, COVID-19, financial planning, inflation, Omicron, Weekly Update Please note: This update was prepared on Friday, December 31, 2021, prior to the market’s close. With final preparations for tonight’s Times Square countdown underway, four miles south, Wall Street traders are set to celebrate a remarkable year for stocks: The S&P 500 has hit 70 all-time highs this year despite myriad … Read More keyboard_arrow_right
The Year’s Biggest Market Themes and What They Mean December 31, 2021 Weekly Update coronavirus, COVID-19, financial planning, inflation, Omicron, Weekly Update With final preparations for tonight’s Times Square countdown underway, four miles south, Wall Street traders are set to celebrate a remarkable year for stocks: The S&P 500 has hit 70 all-time highs this year despite myriad reasons it shouldn’t have—from inflation and infection to consumer uncertainty and global insecurity. The market’s gains … Read More keyboard_arrow_right
Will the Omicron Grinch Spoil Holiday Cheer? December 27, 2021 Weekly Update coronavirus, COVID-19, inflation, Omicron, tax planning, Weekly Update Please note: This update was prepared on Thursday, December 23, 2021, prior to the market’s close. Despite skyrocketing cases of the omicron COVID-19 variant, Wall Street traders entered the final session ahead of the Christmas holiday feeling merry and bright. The S&P 500 index ended Wednesday fractionally below a record high after … Read More keyboard_arrow_right
Will the Omicron Grinch Spoil Holiday Cheer? December 23, 2021 Weekly Update coronavirus, COVID-19, inflation, Omicron, tax planning, Weekly Update Despite skyrocketing cases of the omicron COVID-19 variant, Wall Street traders entered the final session ahead of the Christmas holiday feeling merry and bright. The S&P 500 index ended Wednesday fractionally below a record high after pulling a U-turn from last week’s declines. Debate over whether President Biden’s $2 trillion education, health … Read More keyboard_arrow_right
Sobriety and Anxiety on Wall Street December 20, 2021 Weekly Update coronavirus, COVID-19, family gifting, inflation, jobs, Omicron, Weekly Update Please note: This update was prepared on Friday, December 17, 2021, prior to the market’s close. It could be said that sobriety and anxiety are consuming Wall Street as we head into the final weeks of the year, with stocks trending slightly down around the globe to close out several days of … Read More keyboard_arrow_right
Sobriety and Anxiety on Wall Street December 17, 2021 Weekly Update coronavirus, COVID-19, inflation, Omicron, Retirement, Weekly Update It could be said that sobriety and anxiety are consuming Wall Street as we head into the final weeks of the year, with stocks trending slightly down around the globe to close out several days of seesaw activity. What’s making traders so nervous? Fears of inflation and concerns about the spread of … Read More keyboard_arrow_right