Craig Birk, CFP®

Capital Markets Review & Commentary: January 2019

Capital Markets Review & Commentary: January 2019

Capital Markets Review: January 2019 Global stocks ignored a lengthy government shutdown and bounced back from a dour December. Declines in the fourth quarter of 2018 were largely attributed to three things; trade conflict with China, rising interest rates,...
Weekly Market Digest: January Finishes Strong

Weekly Market Digest: January Finishes Strong

January finished strong, as dovish comments from the Fed and encouraging signs on trade with China boosted spirits. Fed Chairman Powell changed tune from last year by not only saying the central bank will be “patient” with rate increases but will also be...
How Does the Government Shutdown Impact the Economy?

How Does the Government Shutdown Impact the Economy?

Government Shutdown 2019 We have now experienced the longest government shutdown on record. This has disrupted nine Federal Departments, and if a Federal worker is deemed “essential” they must work without pay, while others are either furloughed or placed on...
Capital Markets Review & Commentary: December 2018

Capital Markets Review & Commentary: December 2018

The Stock Market Global stocks resumed a downward slide in December, led by US equities. International stocks held up better for the month and the full fourth quarter, but were the worst performing asset class for the year. Investors sought safety in gold...
Capital Markets Review & Commentary: November

Capital Markets Review & Commentary: November

In November, equity markets recouped some of the losses from October. Headline returns for the month understate choppiness along the way. Steep losses in select high-momentum tech stocks indicate that long-standing trends are being tested. Increased sector...
Capital Markets Review & Commentary: October 2018

Capital Markets Review & Commentary: October 2018

Volatility returned to US stocks in October, providing a reminder of the benefits of diversification at both the asset class and sector level. Major US indexes flirted with correction territory before rebounding in the final two days. International stocks,...
Weekly Market Digest: Stocks Rebound in Final Days of October

Weekly Market Digest: Stocks Rebound in Final Days of October

Stocks rebounded in the final days of October, softening what was otherwise a rough month. Optimism for a potential trade breakthrough between the US and China at the G20 meeting later this month helped fuel gains. International shares fared best. Corporate...
Diversification is Key to Weathering Market Volatility

Diversification is Key to Weathering Market Volatility

We’ve recently experienced a sudden reappearance of big down days and also some big up days, and while it’s natural to try to find what is to blame, volatility often has no obvious cause, even when looking at it in the rearview mirror. While it’s difficult...