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Craig Birk, CFP®

Q1 2019 Market Commentary: Review & Outlook

Q1 2019 Market Commentary: Review & Outlook

Personal Capital’s Chief Investment Officer, Craig Birk, breaks down the major events in the financial markets in Q1 of 2019. These are excerpts from our full Q1 2019 Market Review & Commentary Report. Global Stocks Rebound in Q1 After Q4...
Capital Markets Review & Commentary: March 2019

Capital Markets Review & Commentary: March 2019

Capital Markets Review: March 2019 The 2019 rally marched on, with global stocks nearly erasing losses incurred in Q4. However, gains in March accumulated at a slower pace than either January or February and were more concentrated. Bonds continued to...
Weekly Market Digest: Stocks Finish Q1 on a High Note

Weekly Market Digest: Stocks Finish Q1 on a High Note

Stocks finished a torrid Q1 on a high note, marching higher on reported progress on a trade deal with China and Mueller report findings that there was no direct collusion with Russia. Brexit chaos continued, with the possibility of a no-deal exit increasing....
Weekly Market Digest: Global Stocks Resume Upward Climb

Weekly Market Digest: Global Stocks Resume Upward Climb

Absent any significant bad news on economic or trade fronts, global stocks resumed their upward climb for the year. While there were no major announcements, indications from the US and China suggested progress is being made toward a trade deal. Weekly...
Bear Market Survival Guide

Bear Market Survival Guide

Craig Birk, Personal Capital’s Executive Vice President of Portfolio Management, answers your top questions about how to keep your portfolio safe during a bear market situation. This article originally appeared in the March 2019 issue of Kiplinger’s Personal...
Capital Markets Review & Commentary: February 2019

Capital Markets Review & Commentary: February 2019

Stocks maintained momentum from January, though rose at a slower pace. Most major indexes have now recouped losses incurred in the month of December but remain below 2018 summer highs. International stocks are trailing the US so far in 2019. Trade talks with...
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...