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Craig Birk, CFP®

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...
Weekly Market Digest: The Fed Indicates Potential Rate Cuts

Weekly Market Digest: The Fed Indicates Potential Rate Cuts

Stocks gained for the week, with the US market fully recovering losses from May and reaching all-time highs. With earnings results in a slow period, trade and interest rates remain the primary drivers of price moves. On trade, investors regained some...
What Major Events Impacted the Markets In May?

What Major Events Impacted the Markets In May?

Every month, Personal Capital Chief Investment Officer Craig Birk reviews the major market-movers: what’s moving the markets? What should you be aware of for the coming month? The rally in global equity markets ran out of steam in May. Stocks retreated...
Capital Markets Review and Commentary: April

Capital Markets Review and Commentary: April

Stocks have continued to trend upward in 2019. Major US indexes fully recaptured losses from Q4, moving on to hit new all-time highs. Meanwhile, international stocks remain well below their peak set last January, over a year ago. This leaves the global stock...
Weekly Market Digest: Growth Stocks vs. Value Stocks

Weekly Market Digest: Growth Stocks vs. Value Stocks

A Friday rally maintained the effusive start to the year for stocks. A strong jobs report indicated the economy remains strong while inflation cordially hovers low enough for the Fed to stay “patient” with interest rates. Apple’s earnings delighted investors...