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Lacey Cobb, CFA, CFP®

Weekly Market Digest: A Decade in Review

Weekly Market Digest: A Decade in Review

It was a strong week for U.S. equities that shrugged off impeachment proceedings to notch broad gains and new all-time highs. The biggest news of the week was that President Donald Trump is now only the third U.S. president to be impeached. Consistent with...
Weekly Market Digest: The Streaming Showdown

Weekly Market Digest: The Streaming Showdown

The S&P 500 notched its sixth straight week of gains, the longest weekly winning streak in two years. Broad gains in the index were primarily driven by trade optimism over a phase 1 trade deal between the U.S. and China. Most of the weekly gains came on...
Weekly Market Digest: What is the Repo Market?

Weekly Market Digest: What is the Repo Market?

The focus was supposed to be the Federal Reserve meeting, but the spotlight quickly shifted to oil and money markets that surged early in the week in two unrelated incidents. The Fed proceeded with their largely expected quarter-point rate cut, but there was...
How to Plan for Health Care in Retirement

How to Plan for Health Care in Retirement

The New York Times recently reported that the share of Americans with health insurance declined in 2018 — the first drop in this statistic since 2009. For many Americans, health care costs are a major cause of stress and worry, but even more so for...
Weekly Market Digest: What’s Going On With Treasury Yields?

Weekly Market Digest: What’s Going On With Treasury Yields?

The market does not like uncertainty – and this was heard loud and clear this week! The week got off to a rocky start with new tariff threats flying back and forth between the U.S. and China. That was accompanied by weaker economic data out of China and...
Should You Invest in an IPO?

Should You Invest in an IPO?

IPOs often generate lots of excitement—do they also generate investor profits? Sometimes, but Warren Buffett stays away. Initial public offerings (IPOs) create buzz in the investment world. After all, who doesn’t want “in” on the ground floor of the next...
Weekly Market Digest: Breaking Down Facebook’s Libra

Weekly Market Digest: Breaking Down Facebook’s Libra

U.S. stocks finished the week at new all-time highs on the heels of Fed Chairman Jerome Powell’s testimony and release of the FOMC minutes. After a stronger-than-expected jobs report and a pickup in inflation, all eyes were on the Fed to reiterate...
Direct Listing vs. IPO – What’s the Difference?

Direct Listing vs. IPO – What’s the Difference?

Business chat and instant messaging company Slack Technologies Inc. went public on June 20, but not in the way that most businesses go public. Instead of doing an initial public offering (or IPO), Slack executed a direct listing. Also sometimes referred to...