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Weekly Market Commentary – September 30, 2019

Market Commentary

Weekly Market Commentary – September 30, 2019

Impeachment proceedings led news coverage most of the week, but other economic data may be more impactful on portfolios. As the accompanying chart shows, consumer spending rose just 0.1% in August. The below-expected results indicate weakness from trade, and business spending may be slowing consumer confidence, too.

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Weekly Market Commentary – September 23, 2019

Market Commentary

Weekly Market Commentary – September 23, 2019

The Federal Reserve cut interest rates 0.25% last week. While the move was widely expected, various forms of dissent reflected the underlying tensions faced by the Fed. As the accompanying chart shows, interest rates dropped last week but remain above recent lows.

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Weekly Market Commentary – September 16, 2019

Market Commentary

Weekly Market Commentary – September 16, 2019

Global stocks rallied sharply for the third straight week. The S&P 500 rose 1.0%. The MSCI ACWI index of global stocks rose 1.3%. The Bloomberg BarCap Aggregate Bond Index dropped 1.7% as optimism about future economic growth pushed interest rates higher and bond prices lower.

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Leave Them a Legacy, Not Taxes, with a Roth IRA Conversion

Monthly Newsletters

Leave Them a Legacy, Not Taxes, with a Roth IRA Conversion

The SECURE Act is getting more press attention than retirement accounting has received in… well, probably ever, and was in the news all summer. It’s still being slowly digested by Congress but could change the landscape of retirement finance once it’s enacted.

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Weekly Market Commentary – September 9, 2019

Market Commentary

Weekly Market Commentary – September 9, 2019

Global stocks rallied sharply for the second straight week. Stocks have historically performed worse in September than any other month, so the positive performance comes at a welcome time. For the week, the S&P 500 rose 1.8%.

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Free Guides

From Tax Efficiency to Retirement: Financial Planning for Small Business Owners

Financial planning for a small business gets more complicated every day. Business owners must navigate tax efficiency (and life under the new Tax Cuts and Jobs Act), retirement preparations for yourself and your employees, and succession planning. Get your financial plan in place today and prepare for what tomorrow brings with our guide to financial planning for small business owners.

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Weekly Market Commentary – September 3, 2019

Market Commentary

Weekly Market Commentary – September 3, 2019

Global stocks rallied sharply last week and erased much of the decline experienced in August. Economic news was generally in line with recent themes, and the Chinese government’s comments expressing its willingness to negotiate reassured investors.

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Breaking Down The Basics Of HSAs

News

Breaking Down The Basics Of HSAs

Health Savings Accounts (HSAs) might be the single most powerful tax-advantaged savings vehicle in the IRS tax code. You can deduct contributions, experience tax-deferred gains and withdraw money tax free for qualified tax expenditures.

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Weekly Market Commentary – August 26, 2019

Market Commentary

Weekly Market Commentary – August 26, 2019

Global stocks were having a positive week until an escalation in the trade war between the U.S. and China pushed the market lower Friday morning. The S&P 500 dropped 2.6% on Friday after the president indicated the U.S. would respond to additional Chinese tariffs. 

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Weekly Market Commentary – August 19, 2019

Market Commentary

Weekly Market Commentary – August 19, 2019

Volatility continued to rise last week as the markets swung sharply in both directions. Markets moved more than 1% on four days. The most impactful event was the two-year yield temporarily rising above the 10-year yield, a move that has coincided with the last seven recessions.

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