As we begin the new year, it’s only fitting to take a step back and reflect on what was and what is to be. Well, we all know how 2022 played out and it was quite frankly an unprecedented year in both the equity and bond markets as both trended down pretty hard all year. Equity losses were the highest … Read More
Economic & Market Report: Out with the Old, In with the New
Happy New Year! This week, we’ve had a bit of an up and down week in the markets as it has been trying to eke out a Santa Claus rally. One developing story that may shake things up is the news out of China about another Covid outbreak. This is certainly not what anyone wants to hear but it is … Read More
Jingle Bells, “Market Bells”
Happy Holidays to everyone and wishing you a very Merry Christmas and a Happy Hanukkah! The markets this week have continued to roll over and unfortunately, it does not look like we are going to have that classic Santa Claus rally. So in terms of thinking about the holidays and trying to add some holiday cheer, let’s look at this … Read More
The Markets Always Look Ahead, But…
Happy Holidays to Everyone and I hope you are enjoying a nice, relaxing holiday season. It seems like every day gets a little slower as we look forward to the pause Christmas, Hanukkah and New Years brings. And with the news out of the Fed and BLS this week on inflation and rates, it seems like the market is looking … Read More
It’s All About Supply and Demand Right Now
Happy Holidays to everyone out there and I hope you are all getting into the Christmas Spirit! Speaking of which, there’s a little bit of “Bah Humbug” going on in the markets right now as concerns over the timing of a Fed pivot and possible recession are weighing on investors’ minds. As of Wednesday’s close, all three major indices were … Read More
Stringing Christmas Lights
Welcome back from Thanksgiving and I hope you all had a nice break with your family and friends. November 2022 is in the books and wow what a year it has been! The market actually closed out November on a strong note with all major indices posting strong gains as Chairman Powell set the tone for optimism when he announced … Read More
How to Plan Long-Term Care Before You Need It
It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you from becoming overwhelmed in the event that you develop a chronic illness, disability or other condition. By planning your care now, you’ll be more likely to have greater control over significant … Read More
You Can’t Have One Without the Other
Peanut butter and jelly. Bread and butter. Night and day. Newton’s third law: for every action, there is an equal and opposite reaction. And of course, Frank Sinatra’s famous song “Love and Marriage” is like a horse and carriage! These are all themes of the classic phrase “You Can’t Have One Without The Other”. This concept also relates to the … Read More
Is The Market Spooked?
This week, the market showed us a mixed bag as disappointing earnings came out from big tech which led to several choppy sessions during the week. Google, Microsoft, and Meta all reported lackluster results which brought the markets down, along with quite a bit of market cap in the process. Hopefully, Apple and Amazon will turn it around with their … Read More
What are the Academics Saying?
Last week, I attended a seminar hosted by SPDR funds on campus at The Kellogg School of Management at Northwestern University just outside of Chicago. It was so nice to be back in the world of academia. Our group actually stayed on campus in a “dorm for professionals”. It wasn’t 5-star luxury but it was nicer than what I remember … Read More