Signs of deescalating trade tensions coupled with accommodative monetary policy gave investors hope that economic growth will resume and this bull market will march higher. Ten year US treasury yields jumped, with investors abandoning the safety of bonds and gold and...

Global stocks rose this week as the ping-pong game of sentiment around the trade conflict with China took a positive turn. Although new tariffs implemented by President Trump took effect, investors were encouraged by mutual agreement to renew high level talks. Reduced...

The Trade War Trade tensions with China escalated in August, dragging stocks lower for the month. President Trump surprised markets with additional tariffs and China responded by devaluing its currency and halting purchases of US agricultural goods by state owned...

August was a wild month for capital markets. It can be hard not to get nervous about your portfolio when the market tickers are red more often than green, and you’re reading about an inverted yield curve as a predictor of bad things to come. So, we wanted to weigh in...

This week markets continued their volatility on the back of increasing tensions between the US and China, with additional tariffs going into effect the day before Labor Day. Despite continued volatility, equity markets clawed back some gains from last week’s close...

A relatively range bound and choppy week for the US stock market ended with a busy news day on Friday and ultimately a steep decline in equity markets as US/China trade developments continued to worsen. China announced additional retaliatory tariffs on about $75...

The market does not like uncertainty – and this was heard loud and clear this week! The week got off to a rocky start with new tariff threats flying back and forth between the U.S. and China. That was accompanied by weaker economic data out of China and Germany,...

This week was a wild one for Wall Street, with the markets taking a nosedive to record their worst day of the year on Wednesday and the media coming out with splashy headlines about an inverted yield curve. This kind of volatility tends to give investors whiplash, and...

Managing risk is important. Every day we use tools like seat belts and helmets to manage the inherent risks arising from daily activities like driving a car or riding a bike. Managing risk does not guarantee a positive outcome, but statistically and historically...

Renewed fears of a trade conflict driven recession fueled volatility in capital markets. Stocks finished modestly lower and bonds and gold rose. Most of the selling came on Monday following President Trump’s assertion that he would add 10% tariffs on an additional...

What do we know about the basics of investing? Buy low sell high. Diversify. Invest for the long-term. Sounds easy, but it’s not. Every day I talk to investors who understand these concepts but have difficulty executing them. For many, the gap between the knowledge of...

“Good enough” corporate earnings and continued optimism around accommodative monetary policy propelled US stocks and bonds modestly higher for July, though gains were promptly erased by trade tensions to start August. On the last day of July the Fed announced a widely...

This week, the U.S. Fed and the trade war each took turns knocking global stocks down from recent highs. On Wednesday, the Federal Reserve cut interest rates by 0.25%, but Chairman Jerome Powell indicated additional rate cuts were far from certain, leaving investors...

On Monday, news broke that Capital One had suffered a security breach on April 21st exposing credit card or credit card application data to an unauthorized individual. The news comes on the heels of other recent big data breaches such as the Marriott breach, and...

This week, US equity markets climbed higher from the last week, led largely by some of the most well-known technology companies, while other asset classes had a relatively uneventful week. Some of the US’ largest Tech Companies were under fire this week for a variety...

A Beginner’s Guide to ETF Investing What Are ETFs — and Should You Invest in Them? You’ve probably heard the term “ETF” whether from your advisor or when reading investing news or blogs. But when I talk to people about their portfolios, sometimes they have questions...

U.S. stocks took a pause this week, coming off recent highs as investors digested a mixed bag of corporate earnings and the possibility for a Fed rate cut at the end of July. Bonds and gold both ended the week higher. Abroad, China reported slowing economic growth,...

We all know the feeling of our spending getting out of control. We often don’t realize how much we are spending on the “little things” like ride sharing, our daily lunch at the deli around the corner, or all those subscriptions to streaming services we pay every...