March 2018

The Retirement Savings Crisis in America

19424094_s.jpg by Matthew Emerson

Each time you turn on the news, it seems there are new issues and topics that demand your full attention. Across the full breadth from markets, taxes, the happenings in Washington D.C. international dynamics, sports and even celebrities, there is enough news to keep the water cooler busy five days a week. But what is the one topic, crisis even, that you rarely hear about? Retirement savings.

Monthly Markets Memo - March 2018

World Money Small.jpgby Dan Zalipski, CFA & Scott Rosenquist, CFA

Market Update

The correction may have passed, but the volatility remains. The broad markets are in approximately the same spot they were a month ago, which may come as a surprise considering both the strong up and down moves across equities over that same time period. Equities sold off on the talk of trade tariffs out of Washington and then rallied when certain allies were exempt. They sold off again when Chief Economic Advisor Gary Cohn stepped down, and then rallied when the February jobs report was not only strong but failed to propel inflation-related fears. The volatility is not limited to equities.  

Market Minute - March 9, 2018

by Scott Rosenquist, CFA

FIXED INCOME MARKET

The low interest rate environment over the past several years has changed the broad bond index that I discussed last month (Bloomberg Barclays U.S. Aggregate).  The interest rate sensitivity has increased to levels that investors may not be aware of.  This is highlighted in the chart below from J.P. Morgan’s Guide to the Markets.

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