Investing & Markets

Weekly Market Digest: Government Shutdown and Brexit Loom Large

Weekly Market Digest: Government Shutdown and Brexit Loom Large

Major US indices strung together a fourth straight week of gains and finished the week strong on optimism over US and China trade negotiations. Financials were the strongest performing sector for the week with several of the major US banks reporting earnings...
Weekly Market Digest: Is The Selloff Over?

Weekly Market Digest: Is The Selloff Over?

Global equities continued their upward march on the back of last week’s positive jobs report and dovish comments from Fed Chairman Jerome Powell. Trade talks between China and U.S. also showed signs of progress, adding fuel to the rally. The positive...
Capital Markets Review & Commentary: December 2018

Capital Markets Review & Commentary: December 2018

The Stock Market Global stocks resumed a downward slide in December, led by US equities. International stocks held up better for the month and the full fourth quarter, but were the worst performing asset class for the year. Investors sought safety in gold...
Balancing Risk & Return: Withstanding Market Cycles

Balancing Risk & Return: Withstanding Market Cycles

This is part 3 of the “Withstanding Market Cycles” series on portfolio diversification and asset allocation…some of your best safeguards in times of volatility. Part 1: The Benefits of Portfolio Diversification Part 2: How to Determine the Right Asset Mix...
401k Contribution Limits for 2019

401k Contribution Limits for 2019

As we ring in the New Year, it’s time to consider boosting contributions to your employer-sponsored retirement savings plan—and the federal government is willing to help (a little.) The maximum contribution has increased this year, so you can shelter a bit...
Weekly Market Digest: 2018 Ends With Continued Volatility

Weekly Market Digest: 2018 Ends With Continued Volatility

Hello Readers – It has been an interesting close to 2018, to say the least. We have 1 more full trading day left in the year, and this may be the first year in recent memory where US stocks close out below where they started at the beginning of the year....
Avoid Emotional Decision Making During Market Volatility

Avoid Emotional Decision Making During Market Volatility

Recency Bias During Bull Markets New investors who have been in the market for nearly a decade may have never seen a bear market. Additionally, many of folks who were investing in the last bear seem to have forgotten what one is like. This is a phenomenon...