Craig Birk, CFP®

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...
4 Tax Management Tips for Investors

4 Tax Management Tips for Investors

For 9 end-of-year tax planning tips, read our free “Guide to End-of-Year Tax Planning.” Read the Guide. Improper tax management can cost you more than a quarter of your long-term return, severely limiting spending power in retirement. The good...
Capital Markets Review & Commentary: September 2018

Capital Markets Review & Commentary: September 2018

The end of September marked the end of the third quarter, a strong period for U.S. stocks but lackluster for almost all other major asset classes. During September alone, foreign developed stocks posted gains and outpaced their U.S. counterparts, while...
Weekly Market Digest: Interest Rates Spike, Bonds Sink Globally

Weekly Market Digest: Interest Rates Spike, Bonds Sink Globally

Q4 got off to a rocky start, with US stocks down 1.3% (VTI) and international falling 2.7% (VEU). Interest rates spiked when Fed Chairman Powell gave an upbeat assessment of the economy and said the central bank may lift rates above the so-called neutral...
Weekly Market Digest: Apple and Amazon Stocks Up This Week

Weekly Market Digest: Apple and Amazon Stocks Up This Week

US stocks powered ahead, driven by technology companies. International stocks remained flat as the dollar strengthened and trade talks returned to the headlines. The US and Mexico agreed in principle to a trade agreement to replace NAFTA, but there are...
Weekly Market Digest: Musk Considers Taking Tesla Private

Weekly Market Digest: Musk Considers Taking Tesla Private

CEO Elon Musk made headlines on Tuesday for tweeting that he was considering taking Tesla private. A sell-off on Friday wiped out gains for the week and left US stocks modestly lower for the week. In part due to a strengthening dollar, international stocks...