Mid-Year Review: Staying Focused as Markets Shift The first half of the year has given investors plenty to process; from banking turmoil to an increasingly inverted yield curve, to the debt ceiling debate. Inflation has continued to retreat from last year’s four-decade high, with a 12-month...
Take It To The Bank As we discussed in our January newsletter “The level of support the Federal Reserve provided to the markets and our economy in 2020 and 2021 was unprecedented, and the withdrawal of this support and its effect on the markets is a...
A Peak Into the Past for Some Insight to the Future? As we open the chapter to another year, many of us are wondering if the S&P 500 will experience another negative year, for a second year in a row. Since 1928, this has occurred four...
The Social Security press office announced on October 13, 2022 an 8.7% increase in benefits starting in January 2023. The 8.7% increase is the annual cost-of-living adjustment (COLA). The Social Security Act ties the annual COLA to the increase in the Consumer Price Index as...
The Federal Reserve’s Battle with Inflation Inflation continues to be the primary concern for the Federal Reserve and the markets. U.S. inflation eased slightly in August, while core inflation rose prompting the Fed to hike short term interest rates three quarters of one percent in July...
Market Returns through a Century of Recessions If we are in a recession, or about to enter one, the following analysis and chart might be helpful. Recessions by their nature are determined with a “rear view mirror” analysis which means it’s over or mostly over by...
You may have heard there is a US government bond yielding 9.62% and wondered can this be true. Well, it is true and there are many key details to know before making a purchase decision. An I bond is a US savings bond issued by the...
Time is such a funny thing – three months can feel so short yet at the same time be packed with what seems like a year full of events. You may have already forgot that the Olympics just recently took place over the summer, it...
Are you surprised at the size of your retirement accounts? Have you projected what their balance will be when you turn seventy-two, the year you must begin withdrawals? Compound growth calculators available online or a financial calculator make this easy. The SEC (Securities & Exchange commission)...
While society is still not completely back to “normal,” it certainly feels like the world is a lot closer to normal than where we were at the peak of the pandemic. And that feels great! People are taking vacations again, though staying closer to home...
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