What’s moving the markets?

Posted by & filed under Investments, Personal finance.

Political dysfunction in Washington. Divisions in Congress continue to rage as efforts to address the looming debt ceiling and pass the bipartisan infrastructure package remain stymied. Senate Republicans refuse to raise the debt ceiling in order to pay for expenses previously appropriated, and spent, by Congress. An intraparty hostage situation is taking place between the moderate and Read More

What financial freedom looks like (and how to achieve it)

Posted by & filed under Financial Planning, Investments, Personal finance.

The notion of financial freedom has evolved quite a bit recently. Wealth accumulation alone no longer dictates whether someone is successful. Instead, it has become less about the amount of money in your bank account and more about your purpose-driven financial lifestyle. Projecting an appearance of wealth is far less important to many Americans. Utilizing Read More

What’s moving the markets?

Posted by & filed under Investments, Personal finance.

Federal Reserve walking a tightrope. Federal Reserve Chairman Jerome Powell continues his reassurances that the punch bowl will not be removed yet. While he has indicated his inflation criteria have been achieved, his full employment criteria have not. Fed Chair Powell is walking a fine line indeed, as inflation worries have begun to concern other economists. Yet Read More

What’s moving the markets?

Posted by & filed under Investments, Personal finance.

Infrastructure deal. The bipartisan infrastructure deal has successfully made its way through the initial stages of legislating. Now comes the hard part – amending and securing a final successful vote in both the House and the Senate. While any number of significant hurdles may remain, the broad framework seems to be in place for this bill Read More

What’s moving the markets?

Posted by & filed under Investments.

Infrastructure deal. The bipartisan infrastructure deal has come out and is already in jeopardy of failing. The $1 trillion plan has caused much handwringing and negotiating between Republicans and Democrats over funding and spending levels. The Biden administration spent the last few days busily working to walk back the President’s suggestion that he would not sign the bipartisan Read More

What’s moving the markets?

Posted by & filed under Investments.

Q1 earnings recap. Now that 95% of the S&P 500 have reported 1st quarter earnings, it’s clear that corporate America is well on its way to a historically strong recovery. Not only are more companies beating their earnings but, as we said before, it’s by a historic margin. Yet the markets have stayed put for the month, with the Read More

What’s moving the markets?

Posted by & filed under Investments.

Earnings, earnings, earnings. Earnings expectations were high heading into this reporting season, and companies have not disappointed. Year-over-year comparable earnings were easy to beat but uncertainty still lingered. The markets are absorbing the positive earnings news with relief and trending higher. So far 84.6% of S&P 500 reporting companies have beaten their EPS estimates. More Read More

Risk vs. reward: Finding your comfort level as an investor

Posted by & filed under Investments.

People tend to harbor this notion that investing is all about stock picking, industry monitoring, and company analysis. What is so often left out is the human emotion side, which is arguably the biggest determinant of success in the investment world. Your investing comfort level is the key to productively putting your money to work Read More