What’s moving the markets?

Posted by & filed under Investments.

Interest rates and the housing market: Interest rates have moderated somewhat as the markets interpret the Federal Reserve’s recent comments on the prospect of rate cuts later this year. The Fed is still expected to cut interest rates three times in 2024. How will the Fed’s interest rate decisions impact the housing market? Here is a Read More

What’s moving the markets?

Posted by & filed under Investments.

Earnings wrap-up: Fourth quarter earnings reports are almost all out and the results have been quite resilient. “With 90% of S&P 500 companies having reported fourth quarter results, the results have impressed investors. So far, 78% of companies beat profit estimates by a median of 7%, while 65% of companies beat revenue estimates by a Read More

Grandparent strategies: Passing wealth to future generations (tax-efficiently)

Posted by & filed under Financial Planning.

One of the greatest joys of being a grandparent is seeing children and grandchildren successfully navigate their lives. Most everyone shares a common desire to see their family and relatives happy, healthy and financially secure. Efficiently passing resources and wealth to younger generations is one way for grandparents to achieve this goal. Grandparents often ask Read More

What’s moving the markets?

Posted by & filed under Investments.

Earnings: The expected earnings growth in 2024 is still dominated by a small number of mega-cap companies. Here is a comprehensive preview of the Q4 earnings season that is currently underway. “It is interesting to note that four of these six companies are also projected to be the top four contributors to earnings growth for the S&P Read More

How to navigate financial caregiving

Posted by & filed under Financial Planning.

Becoming a financial caregiver for a loved one is a tremendously important undertaking. It is not simply about managing another person’s financial picture when they are no longer able to do so independently. It is about preserving the dignity and autonomy of the person in the process. Financial caregivers play a pivotal role in ensuring Read More

What’s moving the markets?

Posted by & filed under Investments.

Santa Claus rally in effect. It’s that time again, when we all wait to see if Santa Claus will give a boost to our investment portfolios. The Santa Claus rally, which falls within the last five trading days of the year and the first two of the New Year, has been a pretty reliable bright Read More

What’s moving the markets?

Posted by & filed under Investments.

Good market vibes. Positive earnings, lower inflation and the cooling job market combine to adjust the market’s forecast of further Federal Reserve interest rate hikes. As the root of recent market turbulence was based in the bond market’s expectations of further tightening and/or an extended period of these higher rates, this shift in market perspective matters Read More

The “sandwich generation”: Financially stuck in the middle

Posted by & filed under Financial Planning.

The “sandwich generation”: Those Americans thrust into the precarious position of financially juggling young children and elderly parents. Lots of older Millennials and Gen-Xers are finding themselves in this bucket, with plenty more being thrown into the mix each year. Grappling with the daily responsibility tug-of-war can be a real emotional struggle. Figuring out how Read More

What’s moving the markets?

Posted by & filed under Investments.

Bond market mayhem. The bond market had a year to forget in 2022. 2023 is shaping up to be more of the same. Strong economic data and ballooning U.S. debt are the two most credited reasons why rates have continued to rise and bond values decline. Good economic data is usually a positive for investment Read More