Craig Birk, CFP®

What Moved the Markets in November?

What Moved the Markets in November?

The Trade War Stocks marched higher in November, driven by optimism for a “Phase One” trade deal with China and indications suggesting continued accommodative monetary policy from the Fed. Regarding trade, we view signs of cooperation between China and the...
4 Tax Management Tips for Investors

4 Tax Management Tips for Investors

The end of the year is a good time to start thinking about your tax strategy, and there are several moves that you can make prior to year-end that will put you in the best possible position for 2020. In this article, we’ll dive into 4 tax management...
What Moved the Markets in October?

What Moved the Markets in October?

October Market-Movers – An Overview After a slow start, global equities marched higher in October, driven again by central bank monetary policy and encouraging signs in trade discussions with China. The Fed cut rates for a third time, but signaled...
Weekly Market Digest: Taking the Pulse of Investor Sentiment

Weekly Market Digest: Taking the Pulse of Investor Sentiment

A “better than feared” jobs report helped boost stocks for the week. On Wednesday, the Fed cut interest rates for a third time and indicated it would likely be on hold for at least the remainder of the year. Earnings continue to come in modestly ahead of...
Weekly Market Digest: Markets Rally on China Trade Progress

Weekly Market Digest: Markets Rally on China Trade Progress

Progress toward a “mini-deal” with China spurred optimism, investor enthusiasm, and turned stocks higher for the week. The US and China appear to have reached an agreement which will increase Chinese agricultural purchases and agree to some intellectual...
What Moved the Markets in September?

What Moved the Markets in September?

Global equities rose in September as the US and China agreed to resume high-level trade discussions and the Fed delivered on an expected rate cut. While these two main story lines continue to dominate market movements this year, there were numerous items to...
What Moved the Markets in August?

What Moved the Markets in August?

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...
On Recent Market Volatility

On Recent Market Volatility

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...