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Craig Birk, CFP®

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...
Weekly Market Digest: Will Tariffs Lead to a Recession?

Weekly Market Digest: Will Tariffs Lead to a Recession?

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...
What Happened in the Markets in July?

What Happened in the Markets in July?

“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...
A Beginner’s Guide to ETF Investing

A Beginner’s Guide to ETF Investing

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...
What Moved the Markets in June?

What Moved the Markets in June?

Overview Optimism on trade paired with indications the Fed will cut rates drove all major asset classes higher. By changing tune on the direction of rates, the central bank indicated concern about mixed economic data points and the ongoing possibility of the...