Blog

Market Minute - September 12, 2018

by Scott Rosenquist, CFA

Valuation Check-In

The U.S. equity markets are now trading near record highs surpassing the levels seen back in January.  The Dow Jones Industrial Average has yet to reach new highs, but the S&P 500, Russell 2000, and the Nasdaq all continue to trade at record levels.  The sell-off experienced in late January seems long ago and many investors may be wondering where the market stands now in terms of valuation. 

The Basics of Disability Insurance

Scan Alert Image.jpg by Jonathan Alton, CFP®

Disability insurance can be a means of shortfall funding. It also goes hand and hand with life insurance as typically individuals in prime working years are more likely to face disability than death. Many workers are covered through their employer but may not be well versed on the specifics of coverage. You need to have a firm grasp on the terms of your employer’s disability insurance, so you can evaluate if a supplemental policy is needed. I will cover the basics of disability insurance including length, definition of disability, elimination periods and other common factors.

Monthly Markets Memo - August 2018

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

Market Update

The markets seem to be playing a game of tug-of-war, or should I say “tug-of-trade-war”?  On one end of the rope you have a solid U.S. economy backed up by strong corporate earnings growth.  On the other end you have an ongoing trade war, rising interest rates, and an economic crisis unfolding in Turkey.  The U.S. markets have pushed higher throughout the quarter, with the S&P 500 near its January high.  The international markets continue to struggle as they cope with the UK’s ongoing Brexit negotiations, trade tensions with the U.S., and a strengthening dollar that dampens international returns. 

Market Minute - August 14, 2018

by Scott Rosenquist, CFA

Yield Curve Implications

The yield curve is a widely followed measure of the bond market that shows the yields available for bonds of the same credit quality and varying maturity dates.  The most common is the U.S. Treasury yield curve, a favorite among investors who monitor it for clues on the direction of the economy. 

Maintaining Finances with Technology

Technology Image.jpg by Matthew Emerson

Dependence on technology grows more and more every day with no end in sight.  Whether it is for work or personal, a study from the Nielsen Company says that the average American spends nearly 11 hours a day using various forms of technology.  Between computers, tablets, smartphones, smart watches, televisions and more, it is easy to watch this number accumulate daily.  As technology has grown and expanded, the way it interacts with finance has evolved as well. 

Monthly Markets Memo - July 2018

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

Market Update

The U.S. equity markets moved higher over the past month.  They found support in economic reports on expanding manufacturing and service sector activity, strong retail sales, and a positive employment report.  Fixed income trimmed their year-to-date losses as investors sought out safety from trade related headline risk.  International markets continue to struggle this year as trade-related concerns and a stronger dollar continue to weigh on the space.  The trade issue has also spilled over in to commodities, which have suffered a recent price collapse as fears of a global slowdown continue to build.  

Monthly Markets Memo - July 2018

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

Market Update

The U.S. equity markets moved higher over the past month.  They found support in economic reports on expanding manufacturing and service sector activity, strong retail sales, and a positive employment report.  Fixed income trimmed their year-to-date losses as investors sought out safety from trade related headline risk.  International markets continue to struggle this year as trade-related concerns and a stronger dollar continue to weigh on the space.  The trade issue has also spilled over in to commodities, which have suffered a recent price collapse as fears of a global slowdown continue to build.  

Avoid the Scams

Scan Alert Image.jpg by Jonathan Alton, CFP®

Now that we’re well past peak tax season, it’s the perfect time to lay back, relax, and possibly fall for a scam phone call asking for a tax debt you “owe.” These tax scams really do happen, and it’s important that you stay vigilant and know how to differentiate a scam from a real IRS contact.

Market Minute - July 17, 2018

by Scott Rosenquist, CFA

2018 FIRST HALF RECAP

The first half of 2018 is behind us and it already has been a busy year in the financial markets both domestically and internationally. 

Prepare for a Layoff

Emergency Fund Image.jpg by Jon Flaherty

Maybe you saw it written on the wall.  Or, maybe you felt blindsided by the news.  The fact is, job layoffs happen.  If you’ve ever lived through a layoff, then you know it can be challenging both emotionally and financially.  The good news is that you can take steps now to lessen the impact a layoff could have on you and your family. 

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