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Monday, March 13, 2023

Bank Failures Raise Market DistressStock and bond market activity was materially shaken last week as Silicon Valley Bank (SVB), the California bank subsidiary of SVB Financial Group (SIVB), fell into FDIC receivership. SVB is...

Friday, January 6, 2023

Tax season is approaching and being prepared is the best way to make this tax season your easiest yet

Thursday, October 6, 2022

With so much focus on the equity bear market, inflation, interest rates, the Federal Reserve (Fed) and rising recession risks, it’s perhaps no surprise that the buildup to the U.S. midterm elections has taken more of a backseat...

Tuesday, May 24, 2022

“Life is like riding a bicycle. To keep your balance, you must keep moving.” – Albert EinsteinThe S&P 500 Index was down more than 20% on an intraday basis on Friday, but managed a huge rally late to avoid closing...

Monday, March 28, 2022

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Monday, March 14, 2022

Monday, March 7, 2022

Monday, February 14, 2022

Monday, January 24, 2022

Monday, January 24, 2022

Monday, January 10, 2022

Friday, January 7, 2022

Monday, December 6, 2021

Monday, November 22, 2021

You see it in prices at the grocery store and the gas station. You feel it in your monthly budget. So why don’t the financial markets seem too concerned about inflation?Remember, financial markets are considered...

Monday, November 15, 2021

Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022.Staying put for 2022 are traditional Individual Retirement Accounts (IRAs)...

Friday, November 12, 2021

This week it has been all about inflation, inflation, inflation. The Consumer Price Index (CPI) came in at 6.2%, a 30-year high, and above 5% for six consecutive months for the first time since the early 1990s. This has many wondering...

Monday, November 8, 2021

CNBC’s Mad Money host Jim Cramer created the popular FAANG acronym to denote some of the largest, most powerful companies in the world: Facebook, Amazon, Apple, Netflix, and Google. Recently, changes in those companies are...

Monday, November 1, 2021

To help raise revenue to pay for President Biden’s Build Back Better Plan, Congress is considering a number of tax law changes, including adjusting estate taxes.One of the proposals would reduce the estate tax exemption to...

Monday, October 25, 2021

While the world has begun to recover from the economic disruption of the COVID-19 pandemic, the delayed reaction has been felt in the supply chain. Industrial shutdowns around the world slowed production to a relative crawl, leaving...

Monday, October 18, 2021

There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes.One of the proposals Congress is considering sets the top rate for taxing...

Thursday, October 14, 2021

The Most Important Chart In The World Market Blog And just like that, the calendar turned to October and volatility picked up in a big way, with three consecutive 1% moves for the S&P 500 Index to start the month. As we noted in our...

Monday, September 27, 2021

Well that was fun while it lasted. Yesterday, the S&P 500 closed below its 50-day moving average for the second consecutive day, breaking a streak that had held for the duration of 2021 and was the longest since a streak that ended in...

Friday, September 17, 2021

Economic Blog Thursday, September 16, 2021 U.S. consumers shocked economists in August with their willingness to spend in the face of recent jitters over the economic outlook. This morning, the U.S. Census Bureau released August retail...

Monday, June 28, 2021

Stocks reached new all-time highs last week as markets staged a strong rebound from the previous week’s declines.The Dow Jones Industrial Average rose 3.44%, while the Standard & Poor’s 500 picked up 2.74%. The Nasdaq...

Tuesday, June 22, 2021

New messaging from the Federal Reserve on interest rates and inflation last week led to a broad retreat in stock prices. The Dow Jones Industrial Average dropped 3.45% while the Standard & Poor’s 500 lost 1.91%. The Nasdaq...

Monday, June 14, 2021

While many people are familiar with the benefits of traditional 401(k) plans, others are not as acquainted with Roth 401(k)s. Since January 1, 2006, employers have been allowed to offer workers access to Roth 401(k) plans.1 And some...

Tuesday, January 19, 2021

Posted by lplresearch Economic Blog One of the top questions we've received recently has been what a blue wave may mean for investments. After the Democrats won the two Senate runoff elections in Georgia, they will now control the...

Tuesday, December 15, 2020

Markets & Marriage December 2020 Your investment strategy is a lot like a marriage. One day you may feel like everything's going swimmingly. The next day, there might be an argument over who forgot to load the dishwasher. And even the...

Friday, November 6, 2020

2020 A Vote for Peace and Quiet November 6, 2020 We thought you might find this short video informative. Please reach out to our office if you have any questions or need anything! 2020 A Vote for Peace and Quiet...

Thursday, October 8, 2020

The Week on Wall Street Stimulus talks in Washington, DC, are getting a lot of attention from investors—and for good reason. The midpoint of the two offers—roughly $1.6 trillion from the White House and $2.2 trillion from...

Wednesday, September 16, 2020

The Week on Wall Street The demand for election charts is off the charts (pun intended), so we are sharing some of our favorite election charts. Without further ado, here are some more election charts you need to know as November 3...