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Craig Birk, CFP®

What Moved the Markets in December?

What Moved the Markets in December?

The Trade War Stocks rose in December, punctuating a big year for stocks and a remarkable decade in capital markets. The trade conflict between the US and China finished 2019 on a positive note, with a “phase one” deal being agreed to in principle. While...
Weekly Market Digest: What to Expect in the Next Decade

Weekly Market Digest: What to Expect in the Next Decade

December marked a strong finish to a big up year for stocks and a remarkable decade of a recession-free US economy and a bull market led by US growth stocks. The new year began in choppy fashion, with stocks finishing roughly flat in an abbreviated week....
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...