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Monday, October 21, 2019

The government doesn't release its initial estimate on third quarter real GDP for another nine days, but at this point we have enough facts and figures to make an educated guess that it'll come in at right around a 1.8% annual rate,...

Monday, October 7, 2019

In spite of all the fear-mongering about a recession, Friday's employment report clearly showed we are not in an economic downturn. The best news in the report was that the unemployment rate fell to 3.5%, the lowest most Americans have...

Thursday, October 3, 2019

You can convert your IRA to a Roth … but should you? In 2010, Congress began letting everyone convert their Deductible and Non-Deductible IRAs to a Roth IRA. (Previously, conversions were limited to those with Adjusted Gross...

Monday, September 30, 2019

Trade Fears Sap SentimentU.S. stocks declined Friday to end at a three-week low on unconfirmed reports theTrump administration is considering restrictions on American investments into Chinesesecurities and possibly delist Chinese...

Tuesday, August 27, 2019

• Market swings are getting bigger as investor worries about trade gain ground. • Although we expect a trade agreement between China and the U.S. to materialize, the heated rhetoric has increased in recent weeks. •...

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Tuesday, August 27, 2019

U.S. stocks retreated over 2.5% on Friday after China announced an additional round of retaliatory tariffs on $75B worth of American goods on September 1 and December 15 and President Trump vowed to respond accordingly. The trade...

Tuesday, August 27, 2019

If you’ve been feeling a little déjà vu these days, it’s with good reason. The ‘90s are making a comeback—or so it would seem. Both then and now, we saw a reboot of Star Wars films, are watching...

Monday, August 26, 2019

Analysts were very quick to pin the blame for weakness in stocks late last week on the trade war with China. We agree that uncertainty regarding the future of US-China trade relations was a drag on equities, but think it was far from...

Tuesday, August 20, 2019

The threat of a recession is on the minds of investors. Some traditional measures of the yield curve are inverted and, in the past, those have preceded recessions. The link between an inverted yield curve and a recession has so...

Monday, August 19, 2019

U.S. stocks ended a volatile week with back-to-back daily gains, trimming its third straight weekly loss to under 1% after skidding to a two-month low on Wednesday. The S&P 500’s near 3% mid-week loss was caused by a global...

Friday, August 16, 2019

• Volatility has increased and the S&P 500 is now down over 6% from its peak. • While the Treasury yield curve is inverted, it is still hard to predict future equity declines. • We expect volatility to remain elevated...