401(K) & IRA Management
From the Desk of the Investment Policy Committee: Corporate Earnings – Now & Later
401(K) & IRA Management • Investment Management
What a difference a week makes! Through February 21st, with 87% of the S&P 500 companies having now reported 4th quarter earnings, it is highly likely that we will end up with the first quarter of positive year-over-year growth […]
From the Desk of the Investment Policy Committee: 2020 Outlook
401(K) & IRA Management • Investment Management
Everything in Moderation Despite a variety of geopolitical issues, 2019 was a banner year for stocks. Some investors are questioning if the rally can continue. Don’t stock returns have to revert to the mean? Are we due a pullback just […]
From the desk of the Investment Policy Committee: 2019 Year in Review
401(K) & IRA Management • Investment Management
2019 Year in Review The year 2019 is in the books and it was a wild one. The year began with a government shutdown and ended with articles of impeachment levied against the president. In between, both domestic and […]
Weekly Market Update – June 17, 2019
401(K) & IRA Management • Investment Management
Last Week U.S. Inflation Data Disappoints – Headline Consumer Price Index (CPI) data dropped to 1.8% year-over-year in May while core levels ticked down to 2%. Global Political Tensions Challenge Investors – Financial markets sorted through a number of […]
Weekend Reading: EU Fiscal Policy, Brexit and Tariffs
401(K) & IRA Management • Investment Management
The EU’s political landscape is undergoing a shift The European Union (EU) is a political and economic union borne after World War II of a desire for harmony in a scarred and divided European continent. The original concept was […]
Weekly Market Update – June 3, 2019
401(K) & IRA Management • Investment Management
Last Week U.S. Threatens Mexico with New Tariffs. The U.S. threatened to implement escalating tariffs starting at 5% on all Mexican exports unless Mexico reached a solution to reduce migration flows towards U.S. borders U.S. Inflation Falls Short of […]
Market Punished S&P 500 Companies Reporting Negative EPS Surprises in Q1
401(K) & IRA Management • Investment Management
The market has rewarded positive earnings surprises in Q1 less than average The market has punished negative earnings surprises more than average during this earnings season. Companies in the S&P 500 that have reported positive earnings surprises for Q1 […]
Weekly Market Update, May 29th, 2019
401(K) & IRA Management • Investment Management
Last Week Manufacturing Data Dips Across all Major Regions – May’s Federal Reserve minutes showed that Chairman Jerome Powell’s colleagues also believe temporary factors are keeping inflation below the Fed’s 2% target. Australia and India Elections Boost Respective Markets, […]
Investor Preparedness Checklist
401(K) & IRA Management • Investment Management
Are you prepared for your financial future? The U.S. Securities and Exchange Commission lists 12 steps to consider when investing. It’s crucial to know what to look for, where to find it, and who to ask! Getting your personal […]
Fraudulent Digital Asset and “Crypto” Trading Websites
401(K) & IRA Management • Investment Management
Before making any investment, carefully read any materials you are given and verify the truth of every statement The U.S. Securities and exchange Commission has recently observed investment scams where fraudsters tout digital asset or “cryptocurrency” advisory and trading […]